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We're looking for an experienced Client Services professional to join our client's wealth management firm in Lansdale. This is a hybrid role.
Job Description :
Key Responsibilities :
Client Experience - Contribute to and help shape the delivery of premier service that meets or exceeds client expectations.
Assist with addressing clients' problems, questions and concerns with accuracy, thoroughness, and within specified time frames.
Over time, develop a deep understanding of industry products, practices and services and use this knowledge to continually enhance the level of service to clients as well as the operational effectiveness of the business.
Monitor and continually be aware of how our current processes are meeting our standards of excellence, identifying areas in need of enhancement, and making suggestions to ensure we are deploying best practices in our overall service delivery.
Meeting Preparation & Follow-up Contribute to preparing Wealth Advisors for meetings including completing forms / paperwork, assembling required data & performance reports, presentations, financial plans and investment reviews or recommendations in accordance with our meeting preparation process and organized well in advance of client meetings.
Responsible for follow-up on assigned action items that result from client meetings and ensuring they are updated in our CRM workflow system.
Investment Implementation & New Accounts Prepare necessary paperwork, review all documents, obtain client signatures to open new accounts, complete account transfers, and shepherd through the necessary channels for approval and account opening / underwriting.
Track and manage account funding process including all transfers and rollovers.
Use of CRM system to manage and monitor status of tasks.
Gather case background information and existing holdings to provide to third-party investment management partners. Assist with distribution strategies and implementation, including IRA distributions to meet Required Minimum Distributions ( RMD ).
Team Collaboration : Collaborate with other team members and participate in team meetings contributing to overall team success.
Education and Skill Requirements :
Last updated : 2024-06-07
Full Time
$42k-53k (estimate)
06/09/2024
06/09/2024
PARIS, MO
100 - 200
2016
$10M - $50M
The job skills required for Client service representative include Presentation, 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.
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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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.
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Client service representatives are responsible for taking care of users who have a hard time with some business element.
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Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.
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Have an understanding and reception to clients' needs and give proactive customer support.
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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.
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A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.
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Should have a proven customer support experience or experience as a client service representative.
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Learn to resolve problems and prevent client dissatisfaction.
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One year related experience required with customer service preferred.
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Step 3: View the best colleges and universities for Client Service Representative.