You haven't searched anything yet.
Who We Are
At Latitude Wealth Management, we pride ourselves on fostering a close-knit, collaborative culture where each member's contribution is valued and vital to our collective success. Our team thrives in a dynamic, supportive environment that encourages professional growth and personal development. We are committed to maintaining high ethical standards and transparency, ensuring that the relationships with our clients are built on trust and mutual respect. Innovation and continuous improvement are at the core of our approach. We leverage cutting-edge technology and personalized strategies to meet the diverse needs of our clientele. Join our firm and be part of a dedicated team that not only aims to achieve financial excellence for our clients but also supports your career aspirations in a fun, fulfilling, and inclusive workplace.
Who We Want
The role of the Client Service Associate is to assist team members in ensuring every aspect of client accounts is accurately and properly opened and maintained. This role will provide ongoing service and support to Client Service Managers and Advisors by providing service that exceeds expectations. This includes determining what actions need to be completed to open new accounts and perform maintenance on existing client accounts on an accurate and timely basis. Coordination of projects, training, and ongoing development of improved office procedures is also required. The Client Service Associate must be able to manage multiple tasks at a time while maintaining professional poise and courtesy to clients and internal stakeholders.
What To Expect
What You Need
Preferred Education and Experience
Job Type: Full-time
Pay: $48,000.00 - $63,000.00 per year
Benefits:
Compensation package:
Schedule:
Ability to Relocate:
Work Location: In person
Full Time
Investment Management
$57k-74k (estimate)
04/24/2024
08/20/2024
latitudewealth.com
Kennewick, WA
<25
Investment Management
The job skills required for Client Service Associate include Client Service, Microsoft Office, Communication Skills, Attention to Detail, Presentation, Time Management, 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.