3 Client service associate Jobs in Glendora, CA
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K2 Financial Partners is Hiring a Client service associate Near Glendora, CA
Company Overview :
K2 Financial Partners is a wealth management company based in Glendora, California . We pride ourselves on delivering personalized financial solutions to our valued clients.
Our mission is to guide individuals and families toward their financial aspirations through trust-centered counsel, education, and exceptional service.
Position Summary :
As a Client Service Associate , you will play a crucial role in ensuring seamless client experiences. Your responsibilities will include handling confidential client information, processing paperwork, scheduling and confirming appointments, and collaborating closely with our team of Advisors.
We’re seeking an enthusiastic individual who thrives on building strong relationships and is passionate about helping clients achieve their financial goals.
Key Responsibilities :
Client Interaction
Communicate effectively with clients, both over the phone and in person. Your friendly demeanor and professional approach will be essential.
Administrative Support
Process paperwork accurately and efficiently. Maintain meticulous records and assist with various administrative tasks.
Appointment Management
Coordinate client meetings, ensuring timely scheduling and confirmation.
Collaboration
Work closely with Advisors to review ongoing tasks and provide necessary support.
Deadline Adherence
Manage multiple priorities and meet deadlines consistently.
Organizational Skills
Demonstrate strong organizational abilities and multitasking capabilities.
Industry Knowledge
While prior experience in the financial industry is beneficial, we are open to teaching motivated candidates who share our commitment to learning and growth.
Qualifications :
Communication Skills
Excellent verbal and written communication skills.
Confidentiality
Team Player
Thrive in a collaborative team environment.
Time Management
Strong time management skills to handle multiple tasks efficiently.
Benefits :Enjoy paid time off, Health / Vision / Dental insurance options, and a 401K match after the first year of employment.
Flexibility
We are looking for a full-time position, but are open to a part-time hire for a candidate who is committed to the role.
Last updated : 2024-04-23
Job Summary
Full Time
$66k-87k (estimate)
04/25/2024
05/02/2024
The job skills required for Client service associate include Client Service, Written Communication, Scheduling, Communication Skills, Confidentiality, Flexibility, 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.
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.
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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