You haven't searched anything yet.
Job Description
Job Title: Client Service Associate (“CSA”)
Reports To: Financial Associate
Job Status: Full-time (In the office)
Salary Range: 1099, hourly contractor - $25-30K, based on experience and licensing.
Job Summary
The Client Service Associate (“CSA”) will work closely with the Financial Professional (FP) to build strong relationships with existing clients. The goals are to deliver a high-quality client experience and retain assets. The ideal candidate will be client service orientated, have experience in the financial services industry and be able to manage a process. The CSA will also be responsible for office administrative support, maintaining databases of current clients, all aspects of business processing, including account maintenance, cashiering, asset movement as well as other tasks as deemed necessary by the Financial Professionals to support them on a daily basis.
Essential Duties and Responsibilities:
Required Skills
Education and Experience
Nettuno Group is affiliated with the Broker Dealer, Cambridge Investment Research, inc. and the independent clearing firms, Pershing LLC and NFS.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and NettWorth Financial Group are not affiliated.
Job Types: Full-time, Contract
Pay: $25,000.00 - $30,000.00 per year
Schedule:
Experience:
License/Certification:
Work Location: In person
Contractor | Full Time
Business Services
$49k-65k (estimate)
03/11/2024
07/06/2024
nettworth.net
CUMMING, GA
25 - 50
2003
JAY FLANAGAN
<$5M
Business Services
The job skills required for Client Service Assistant include Client Service, Customer Service, Written Communication, Scheduling, Confidentiality, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Assistant. 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 Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Assistant positions, which can be used as a reference in future career path planning. As a Client Service Assistant, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Assistant. You can explore the career advancement for a Client Service Assistant below and select your interested title to get hiring information.