24 CLIENT SERVICES ASSOCIATE Jobs in Plano, TX
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RETIREMENT PLANERS OF AMERICA is Hiring a CLIENT SERVICES ASSOCIATE Near Plano, TX
Job Details
Retirement Planners of America (RPOA) is a national Registered Investment Advisory firm based in Plano, Texas. RPOA manages more than $4.6 billion in assets for over 8,000 clients*. We offer competitive compensation and a comprehensive benefits package, including paid time off, health/dental/vision insurance, life and long-term disability insurance, and a 401(k) with a generous company match.
The Client Service Associate will be the point of contact for all client service related needs. 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.
Location: The Plano, Tx - in the office role
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
- Opening, closing, transferring, and maintaining accounts
- 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
- 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
Other
$55k-72k (estimate)
12/01/2022
02/28/2023
The job skills required for CLIENT SERVICES ASSOCIATE include Client Service, Confidentiality, Organizational Skills, Life Insurance, etc. Having related job skills and expertise will give you an advantage when applying to be a CLIENT SERVICES 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 SERVICES ASSOCIATE. Select any job title you are interested in and start to search job requirements.
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.
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