6 Jobs in Denver, CO
Apollon Wealth Management, LLC is Hiring a Client Service Associate Near Denver, CO
- Serve as the point of contact for clients, responding promptly to inquiries via email and telephone during business hours, ensuring excellent customer service and satisfaction.
- Provide back-office investment operations support to financial advisors and their clients via a Salesforce tasking process which may include:
- Open new accounts
- Money movement requests
- Account transfer submission
- Address changes
- Client distributions and RMD’s
- Client contributions and deposit
- General service requests
- Insurance and annuity service requests
- Work closely with custodial firms including Schwab and PKS
- Handle office administrative tasks including but not limited to opening, sorting, and scanning physical mail as needed
- Assist advisors in preparing for client reviews by creating agendas, compiling notes and digital files from prior meetings, and ensuring that online accounts are accurate and up to date
- Coordinate with different internal groups to ensure smooth functioning of various processes
- Document and track tasks to completion
- Identify efficiency opportunities
- College degree
- Self-starter and motivated to learn
- Familiar and competent in the Windows suite of programs
- Embraces working on a team
- Strong communication with clients both verbally and written
- Familiarity with Salesforce preferred
- Knowledge of custodial platforms (not required)
- Industry licensing (not required)
Job Summary
Part Time
$43k-56k (estimate)
03/29/2024
06/25/2024
apollonwealth.com
Charleston, SC
<25
Related Companies
The job skills required for Client Service Associate include Client Service, Customer Service, Wealth Management, 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.
Similar Jobs
Popular Articles
