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About Us
Retirement Security Centers is a comprehensive wealth management practice in Chico, CA. Over the years, we have helped our clients achieve what is important to them.
We take a family office style approach and are experienced in addressing a broad range of sophisticated financial needs, delivering strategies for the diversification of assets, tax reduction strategies, estate planning strategies, and other long-term wealth management objectives.
We work with our clients one-on-one, offering highly personalized services to help manage their assets, protect their legacies, and transition their wealth to future generations.
Our mission is to provide our clients with greater financial security and confidence to help put their dreams and goals within reach.
The Position
We want to expand our experienced team by hiring a Client Services Associate. The Client Services Associate fulfills a key position within our practice by supporting all aspects of the client experience and working closely with our advisors and external partners to formulate solutions for our clients.
The person in this role is focused on firm operations through direct client interaction and behind the scenes coordination with other team members to deliver premium client service.
Responsibilities
Client Service
and account inquiries
Administrative Support
Operations
Education, Skills, and Experience
Candidates must possess a professional and approachable demeanor and the ability to handle conflicting priorities. The skill sets required for this position include interpersonal, oral, and written communication, strong technology acumen, spelling and grammar, and planning and organizational skills.
To Apply
Please email your resume and cover letter to :
Kelly.jordan@RSCenters.com
This financial planner is a registered representative of Lincoln Financial Advisors Corp.. Securities and investment advisory services offered through Lincoln Financial Advisors Corp.
a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc.
and other fine companies.
Retirement Security Centers is not an affiliate of Lincoln Financial Advisors Corp. Equal Opportunity Employer. CRN-6543437-041024
Last updated : 2024-05-20
Full Time
Securities
$62k-81k (estimate)
05/22/2024
05/27/2024
rscenters.com
Sloughhouse, CA
25 - 50
Securities
The job skills required for Client service associate include Client Service, Written Communication, Teamwork, Microsoft Office, Problem Solving, Attention to Detail, 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.