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1 CLIENT SERVICE ASSOCIATE Job in Pasenda, CA

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RETIREMENT PLANERS OF AMERICA
Pasenda, CA | Other
$63k-83k (estimate)
4 Months Ago
CLIENT SERVICE ASSOCIATE
$63k-83k (estimate)
Other 4 Months Ago
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RETIREMENT PLANERS OF AMERICA is Hiring a CLIENT SERVICE ASSOCIATE Near Pasenda, CA

Job Details

Level: Experienced
Job Location: Pasadena - Pasenda, CA
Position Type: Full Time
Education Level: Not Specified
Salary Range: Undisclosed
Job Category: Finance

Client Service Associate

Retirement Planners of America (RPOA) is a registered investment advisor specializing in Retirement Planning, headquartered in Plano, TX. RPOA has offices in California, Oklahoma, Arizona, and Texas. Most of our clients are retired or nearing retirement. The firm, which was founded in 2011 as Money Matters with Ken Moraif, serves over 7,500* clients nationwide and has $3.3 billion* assets under management (AUM). (*As of June 30, 2022)

RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investments.

The RPOA team includes over 30 retirement planners all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of someone’s life and we strive to help our clients have that.

Reporting to the Regional Director of Client Services:

The Client Service Associate will be the point of contact for all client service related needs in our Pasadena, CA Office. Will provide service on all accounts, from opening new accounts to handling active client requests and questions. Will be relied on heavily for both professional and personal support in a fast-paced environment. This is a client service position. It requires a dedicated person, willing to work hard, and where quality is not compromised. Will also serve as backup for other office duties.

Responsibilities:

  • Maintain calendar and database for Financial Advisor
  • Analyzing reports to determine appropriate action to be taken on behalf of client accounts
  • Researching client issues
  • Prepare for appointments
  • Collect, organize, and synthesize personal and financial client information
  • Prepare and verify information for client forms, applications, and other documents
  • Update and maintain client database
  • General office duties, i.e. answer phone, USPS,UPS
  • Key responsibilities:
  • Analyze client questions and concerns, escalating problems to appropriate teams and handling service problems to the satisfaction of the client.
  • Manage all client account opening, transferring, and closing processes, ensuring that procedures are followed correctly.

Maintain quality relationships with clients, remaining available to offer support


  • Finance or Financial Planning background preferred
  • Ability to interact successfully with high income clients
  • Excellent interpersonal and organizational skills
  • Strong financial and analytical skills
  • Excellent computer skills, including in-depth internet knowledge and proficiency in MS Office
  • Ability to work independently to research and resolve client issues
  • Must have an understanding of appropriate paperwork and procedures necessary to process transactions
  • Confidentiality is a MUST
  • Comfortable working with executive level officers
  • Must be a problem solver and a goal-oriented team player who is willing to complete any job necessary within the firm

Job Summary

JOB TYPE

Other

SALARY

$63k-83k (estimate)

POST DATE

11/22/2022

EXPIRATION DATE

12/31/2022

The job skills required for CLIENT SERVICE ASSOCIATE include Client Service, Planning, Confidentiality, Organizational Skills, 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.

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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.

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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.

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Provided daily financial transaction services for clients while delivering excellent customer care.

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Understand Clients' business to predict their needs and provide appropriate solutions.

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Processes and follows up on client documentation for proper maintenance of accounts.

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Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.

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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.

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Develop an ability to communicate effectively with clients, managers and other associates.

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May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.

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Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.

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Step 3: View the best colleges and universities for Client Service Associate.

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