2 Client service associate Jobs in Avon, CT
Kestra Financial is Hiring a Client service associate Near Avon, CT
This role will be involved with all aspects of a comprehensive financial planning team. Under direct supervision of the firm's founder and President, you will be tasked with providing our clients the best possible advice, great service, and an overall elevated experience with our team.
The goal will be for this individual to become licensed and involved in some parts of the financial planning process.
This role will include administrative and operational activities, but it will also include financial planning work and direct interaction with clients.
This could be an ideal fit for someone who is new to but passionate about the financial planning profession. This is not a sales or business development role.
Requirements
- Bachelor's degree preferred
- Outstanding written and oral communication skills
- Highly organized with absolute attention to detail
- Client-first attitude, creative thinker
- Strong quantitative and analytical skills
- Strong written communication skills
- Ability to learn new technology systems
- Proven ability to prioritize and handle multiple tasks efficiently
- Self-motivated and demonstrated initiative
- Professional demeanor in handling all aspects of business
- Ability to work courteously and respectfully with clients, co-workers, and vendors
Benefits
Starting salary $60,000 with incredible potential for growth, bonus pool target 5-10%, 401(k) with current match of 6%, access to health and ancillary benefits through a cost-share
Last updated : 2024-05-12
Job Summary
Full Time
Investment Management
$59k-77k (estimate)
03/01/2024
08/12/2024
kestrafinancial.com
Austin, TX
200 - 500
Investment Management
Related Companies
The job skills required for Client service associate include Initiative, Written Communication, Microsoft Office, Attention to Detail, 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.
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Step 3: View the best colleges and universities for Client Service Associate.
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