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Do you work at a CPA firm and want to go on Spring Break again? Say goodbye to March 15th and April 15th tax filing deadlines! Or maybe you work at a bank, and don’t see growth or a career path opportunity? We are excited to announce that our team is growingand seeking an experienced Client Service Associate!
Our fiercely independent financial services organization specializes in holistic financial planning, investment management, and insurance services. Not only do we work alongside our clients, but we work and consult with their CPAs and/or attorneys as well! We take a team approach to working with individuals, families, businesses, and institutions to serve our clients the best. When more than one of us can interface with our clients to provide superior value and service, we feel we are making the ultimate difference. Our staff is passionate about providing first-class service and support to the clients we serve and are looking for a talented professional to join our dynamic team!
As a Client Service Associate, you will support our Executive Client Account Manager with client onboarding and servicing, aid our Managing Partner in preparing for client meetings and post-meeting account management, assist with firm finances and work alongside our current finance manager, office management work, and report to the Managing Partner with direct team support and training.
The ideal candidate will possess working knowledge of QuickBooks(basic level) and Microsoft Office Suite. They will be an exceptional self-starter with the ability to work well both independently, and as a team. Although not required, a Series 6/7 and a Series 65/66 is preferred. This is an in-office opportunity, and the ideal candidate will be comfortable working in a client facing, in person position.
Why You Should Join Us:
- Highly competitive salary with eligibility for a performance review and bonus plan after one year of employment - Health insurance fully covered by the employer.- 401k match of 3%- Two weeks of PTO and expense reimbursement for cell phone- Opportunities to create a long-term career path in Financial Services with incredible guidance and mentorship.
Are you ready to jump start your career with this incredible opportunity? Apply today!
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Benefits:
Compensation package:
Schedule:
Experience:
Ability to Commute:
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Work Location: In person
Full Time
Business Services
$71k-91k (estimate)
05/09/2024
09/04/2024
consulting.ky
SEATTLE, WA
100 - 200
Private
KEVIN ARCHBOLD
$10M - $50M
Business Services
The job skills required for Client Service Associate include Client Service, Customer Service, Microsoft Office, Financial Services, Onboarding, 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.