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We are looking for a Client Service Associate to support our growing firm.
Our ideal candidate will be well-versed in all business matters with special attention to knowledge of the financial industry.
Your goal will be to ensure clients and advisors are assisted on a timely basis, happy and engaged in their financial planning process. Afterall, the advisor works for the client, so you work for them too! We’ll also need you to drive efficiencies in expanding the firm's business, profitability and long-term success.
Above and beyond the “Responsibilities & Requirements” listed below, we need you to be:
- Professional: Our firm is a fun place, but also a serious business with a lot of moving parts. You need to know how to juggle lots of balls in the air that can’t be dropped. So we’ll need to know you have been an executive assistant before in a similar environment.
- Unflappable: Crazy things happen. You should be able to pause and laugh at them for a brief second before quickly taking action to make crazy problems disappear seamlessly.
- Passionate: To be successful with our firm, you have to believe in what we are doing and that is ensuring all clients financial security is priority one.
Responsibilities
Requirements
High Point Capital Group is an Equal Opportunity Employer
Job Type: Full-time
Pay: $37,000.00 - $50,000.00 per year
Benefits:
Compensation package:
Schedule:
Education:
Experience:
Work Location: In person
Full Time
$54k-70k (estimate)
04/29/2024
06/04/2024
highpointcaptialfunding.com
New York City, NY
<25
The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services 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 Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Services 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 Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
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Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
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Client services representatives manage client relationships and provide customer support.
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A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
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Provided daily financial transaction services for clients while delivering excellent customer care.
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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 Services Associate jobs
These positions require familiarity with customer services tools and programs.
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Client services associates also should have strong math, time management and critical thinking skills.
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These associates provide administrative and client support to financial advisers.
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Client Services Associate must be excellent communicators capable of leading a team.
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And strong client relations skills are key to building and maintaining long-lasting business relationships.
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Step 3: View the best colleges and universities for Client Services Associate.