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Boutique Recruiting
Edison, NJ | Full Time
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Client Service Associate
$49k-63k (estimate)
Full Time | Business Services 4 Days Ago
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Boutique Recruiting is Hiring a Client Service Associate Near Edison, NJ

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A successful financial services firm in Edison, NJ is searching for a polished and proactive Client Service Associate to join their team! They are looking for candidates who are tech-savvy, detail-oriented and thrive in a client-facing, fast-paced environment to provide exceptional support and service to clients and Wealth Advisors.

This is the perfect opportunity for an efficient and intellectually curious professional who is motivated to build a long-term career in client service and operations.

The firm is quiet and focused, and you will enjoy the work-life balance of a 3-day onsite, 2-day remote hybrid work schedule after the initial training period.

To find out more about what this job has to offer you,

Less than 1 hour ago

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$49k-63k (estimate)

POST DATE

05/24/2024

EXPIRATION DATE

07/23/2024

WEBSITE

boutiquerecruiting.com

HEADQUARTERS

SAN DIEGO, CA

SIZE

25 - 50

FOUNDED

2014

CEO

INNESA ZAVULUNOVA

REVENUE

<$5M

INDUSTRY

Business Services

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The job skills required for Client Service Associate include Client Service, Financial Services, 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.

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.

Butler University
Carroll College
Cooper Union
High Point University
Princeton University
Providence College