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Client Service Associate
$49k-64k (estimate)
Full Time | Business Services 8 Months Ago
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GROUP MANAGEMENT SERVICES, INC. is Hiring a Client Service Associate Near Akron, OH

Client Service Associate

Akron, OH

The Wealth Advisory Group of DiLauro Wracher & Thomas is currently seeking a full-time, customer-focused Client Service Associate in Akron, OH. In this role you will act as a liaison between financial advisors, clients, and vendors by performing routine administrative and operational procedures.

What does a Client Service Associate do?

  • Provides office support including answering telephones, assisting visitors, and resolving and/or referring problems or inquiries.
  • Prepares reports by gathering and analyzing data.
  • Transcribes and prepares, processes, and follows up on documents to assist with servicing clients and prospects.
  • Ensures required client paperwork is current with firm and industry requirements, rules, and regulations. & Operates standard office equipment and uses required software applications.
  • Communicates with outside business professionals upon client request with compliance approved documentation.
  • Establishes, maintains, and updates files, databases, records and/or other documents.
  • Follows the WAGDWT Policies and Procedures per the Uniform Administrative Guide.
  • Follows appropriate back up procedures as stated in the Uniform Administrative Guide to any associate that may be out of the office.
  • Performs all other duties as assigned.

The right candidate will have:

  • 3-5 years administrative experience preferred
  • High School Diploma or GED (or equivalent)
  • Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents and effectively present information to management, public groups, and/or board of directors
  • Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community while communicating clearly and effectively both written and orally.
  • Proficient in personal computer skills including electronic mail, record keeping, routine database activity, word processing, spreadsheet, graphics, etc. This role requires an above-average knowledge of Microsoft Office.
  • Physical Requirements: Ability to remain stationary 90 percent of the time, with occasional movement throughout the office. This position also requires regular lifting and/or moving up to 15-25 pounds.

What the Wealth Advisory Group can offer YOU:

  • Health Insurance
  • Dental Insurance
  • Paid Time Off
  • Paid holidays
  • 401K
  • Pay: Starting at $45,000, based on experience, plus bonuses

If you are interested in joining our team, please submit a current resume today!

​​​​​

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$49k-64k (estimate)

POST DATE

07/09/2022

EXPIRATION DATE

01/30/2023

WEBSITE

groupmgmt.com

HEADQUARTERS

SHARONVILLE, OH

SIZE

200 - 500

FOUNDED

1996

TYPE

Private

CEO

E MICHAEL KAHOE

REVENUE

$50M - $200M

INDUSTRY

Business Services

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About Management Services

GMS is a provider of payroll, HR and risk management services for businesses.

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The job skills required for Client Service Associate include Client Service, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Service Associate positions, which can be used as a reference in future career path planning. As a Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate. You can explore the career advancement for a Client Service Associate below and select your interested title to get hiring information.

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If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Associate job description and responsibilities

Maintain an updated knowledge of the organization's products, services, and customer service policies.

01/13/2022: Albany, GA

Provided daily financial transaction services for clients while delivering excellent customer care.

03/06/2022: San Bernardino, CA

Understand Clients' business to predict their needs and provide appropriate solutions.

03/05/2022: Oakland, CA

Processes and follows up on client documentation for proper maintenance of accounts.

01/23/2022: Temple, TX

Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.

12/25/2021: Modesto, CA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Associate jobs

Client Service Associates may also handle client complaints and provide resolutions.

02/27/2022: Providence, RI

Develop an ability to communicate effectively with clients, managers and other associates.

02/06/2022: Peoria, IL

May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.

01/31/2022: Oakland, CA

Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.

03/05/2022: Detroit, MI

Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.

12/27/2021: Pierre, SD

Step 3: View the best colleges and universities for Client Service Associate.

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