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Client Service Representative
Sound Income Group Fort Lauderdale, FL
$57k-76k (estimate)
Full Time 2 Months Ago
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Sound Income Group is Hiring a Client Service Representative Near Fort Lauderdale, FL

Client Service Representative

Job Summary

Rapidly expanding RIA (Registered Investment Advisory) Firm located in Fort Lauderdale, Florida, with over $2 billion AUM has an immediate need for a Client Service Representative for day-to-day back office operations needs. The successful candidate should possess strong organizational and time management skills, have a high degree of “attention to detail” and be able to perform well under pressure, with minimal supervision.

This position is a full-time, in-office position. ** Local candidates only.**

Responsibilities and Duties

  • Responsible for new accounts paperwork processing, daily operations responsibilities
  • Work as Account Service and client service representative for day-to-day back office operations needs
  • Coordinate with the Trading Department to ensure all incoming paperwork is processed properly
  • Track, verify, create, and save reports for all incoming documents
  • Coordinate the process of onboarding new Representatives on how to properly fill out account paperwork, trade allocations, and various other documents
  • Maintain existing client relationships by resolving client inquiries and keeping key information up to date
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, phone coverage and coordination of back-office related functions as well as and CRM and other tech- maintenance.

Required Skills and Qualifications

  • Must be able to work for any US employer without sponsorship.
  • Must speak English and posses excellent communication, both oral, and written.
  • High School graduate minimum. Bachelor's degree preferred.
  • Three or more years’ experience within the Financial/Investment Industry a plus
  • Strong organizational skills and exceptional attention to detail.
  • Creative thinker with strong problem-solving and analytical skills.
  • The ability to analyze and improve operational processes.
  • High self-initiative and the ability to perform duties with minimal supervision.
  • Proficient in technology, especially Microsoft Office applications: Word, Excel, Outlook.
  • Series 65 License (actively working towards/willing to pursue).

Benefits: Health/Dental/Vision, Life Insurance, Short/Long term Disability, Paid time off, 401k

The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.

Job Summary

JOB TYPE

Full Time

SALARY

$57k-76k (estimate)

POST DATE

01/26/2023

EXPIRATION DATE

07/26/2023

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The job skills required for Client Service Representative include Problem Solving, Microsoft Office, Written Communication, Life Insurance, Attention to Detail, Initiative, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Representative. 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 Representative. 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 Representative positions, which can be used as a reference in future career path planning. As a Client Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Representative. You can explore the career advancement for a Client Service Representative below and select your interested title to get hiring information.

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If you are interested in becoming a Client Service Representative, 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 Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Representative job description and responsibilities

Client services representatives manage client relationships and provide customer support.

02/07/2022: Monterey, CA

Promoting and maintain positive customer relations utilizing service excellence techniques.

02/20/2022: Richmond, VA

Client service representatives are responsible for taking care of users who have a hard time with some business element.

02/21/2022: Akron, OH

Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.

12/22/2021: Altus, OK

Have an understanding and reception to clients' needs and give proactive customer support.

01/29/2022: Huntington, WV

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 Representative jobs

Some popular Client Service Representative hard skills are Customer Service, Client Services, Sales, Microsoft Access, Social Media, Marketing, Management and Banking.

01/10/2022: Long Beach, CA

A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.

12/28/2021: Anderson, IN

Should have a proven customer support experience or experience as a client service representative.

01/05/2022: Ann Arbor, MI

Learn to resolve problems and prevent client dissatisfaction.

01/07/2022: Bradenton, FL

One year related experience required with customer service preferred.

12/31/2021: La Crosse, WI

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

Florida Southern College
Colby College
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University of Notre Dame
Western Washington University
Canisius College
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