1 Client service associate Job in Essex, CT
Lead Advisor, LLC is Hiring a Client service associate Near Essex, CT
Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our client firms.
Actively engaged in Risk Management, including Know Your Customer procedures, Account Reviews, and proper operational procedures and compliance requirements (e.
g., completion of required operational forms and documentation). Facilitates accurate and timely account set up, money movement and investment trades.
Strong technology skills are a must.
Position Characteristics :
The CSA is detail-oriented with strong analytical and problem-solving skills. They possess the ability to work in a fast-paced professional environment with heavy phone based client interaction.
Building and maintaining superior client relationships and excelling at client service are critical skills.
Essential JobFunctions :
Knowledge of investment and insurance products
Excellent interpersonal / communication and organizational skills
Ability to work in a team environment
Ability to manage and resolve difficult situations with clients
Accuracy
Ability to support multiple Advisors
Strong understanding of firm and industry compliance policies
Proficiency with Microsoft Suite (word, outlook, excel), CRM and DocuSign.
Series 65 or 66 license preferred but not required
Last updated : 2024-05-11
Job Summary
Full Time
$64k-84k (estimate)
05/09/2024
06/21/2024
The job skills required for Client service associate include Client Service, Problem Solving, Organizational Skills, Client Relationship, CRM, 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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