34 client service associate Jobs in wilmington, de
Pyxai, Inc. is Hiring a Client Services Associate Near Wilmington, DE
OVERVIEW
Our client is seeking a dedicated Client Services Associate to support their financial consultants in providing excellent customer service to their clients. The client service associate acts as an assistant to one or more financial professionals. The ideal person helps financial advisors with specific tasks that may or may not require them to interact with clients. Activities a client service associate can engage in include both clerical and administrative work.
JOB SUMMARY
The client service associate can carry out a number of different tasks, but all of them generally serve the same purpose, which is to strengthen advisor-client relationships to ensure that clients are satisfied. Additionally, you will work closely with other teams preparing documents before client meetings, organizing sales and presentation materials, compiling meeting notes, and setting up client access for new accounts. On a daily basis, you will also handle other administrative tasks, such as answering phone calls, emails, sending deadline reminders to consultants, and updating client databases.
RESPONSIBILITIES
- Compile and update necessary documents and contracts
- Prepare presentation materials
- Gather meeting notes and input them to client files
- Obtain and process all client information and transactions
- Create new accounts and maintain client portfolios
- Perform administrative and clerical duties as necessary
- Responding to client inquiries for information about products and services.
- Scheduling advisor-client meetings.
- Drafting written or electronic communications on behalf of advisors.
- Logging and tracking customer calls or emails.
- Maintaining databases of client information for advisors.
- Recording and resolving customer complaints.
- Filing and organizing client paperwork.
QUALIFICATIONS & SKILLS
- High school diploma or equivalent; associate or bachelor's degree in business, finance, or related field preferred.
- Experience as a Client Services Associate or other administrative role in the financial industry is a plus.
- Proficient in Microsoft Office
- Strong communication and organizational skills
- Detail-oriented
- Comfortable working independently
- Exceptional customer service skills
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Job Summary
Full Time
$46k-58k (estimate)
06/13/2024
06/30/2024
pyxai.com
Boston, VA
Related Companies
The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services 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 Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Services 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 Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
02/03/2022: Oklahoma City, OK
Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
03/03/2022: Brownsville, TX
Client services representatives manage client relationships and provide customer support.
03/31/2022: Pierre, SD
A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
01/29/2022: Bridgeport, CT
Provided daily financial transaction services for clients while delivering excellent customer care.
03/18/2022: Lincoln, NE
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 Services Associate jobs
These positions require familiarity with customer services tools and programs.
04/05/2022: Washington, DC
Client services associates also should have strong math, time management and critical thinking skills.
01/22/2022: Pine Bluff, AR
These associates provide administrative and client support to financial advisers.
03/03/2022: Jacksonville, FL
Client Services Associate must be excellent communicators capable of leading a team.
02/25/2022: Jackson, MS
And strong client relations skills are key to building and maintaining long-lasting business relationships.
01/26/2022: Provo, UT
Step 3: View the best colleges and universities for Client Services Associate.
