10 Jobs in Wilmington, NC
Pyxai, Inc. is Hiring a Client service associate Near Wilmington, NC
OVERVIEW
Ourclient is seeking a dedicated Client Services Associate to supporttheir financial consultants in providing excellent customer serviceto their clients.
The client service associate acts as an assistantto one or more financial professionals. The ideal person helpsfinancial advisors with specific tasks that may or may not requirethem to interact with clients.
Activities a client serviceassociate can engage in include both clerical and administrativework.
JOBSUMMARY
Theclient service associate can carry out a number of different tasksbut all of them generally serve the same purpose which is tostrengthen advisorclient relationships to ensure that clients aresatisfied.
Additionally you will work closely with other teamspreparing documents before client meetings organizing sales andpresentation materials compiling meeting notes and setting upclient access for new accounts.
On a daily basis you will alsohandle other administrative tasks such as answering phone callsemails sending deadline reminders to consultants and updatingclientdatabases.
RESPONSIBILITIES
Compileand update necessary documents andcontracts
Preparepresentationmaterials
Gathermeeting notes and input them to clientfiles
Obtainand process all client information andtransactions
Createnew accounts and maintain clientportfolios
Performadministrative and clerical duties asnecessary
Respondingto client inquiries for information about products andservices.
Schedulingadvisorclientmeetings.
Draftingwritten or electronic communications on behalf ofadvisors.
Loggingand tracking customer calls oremails.
Recordingand resolving customercomplaints.
Filingand organizing clientpaperwork.
Requirements
QUALIFICATIONS&SKILLS
Highschool diploma or equivalent; associate or bachelors degree inbusiness finance or related fieldpreferred.
Experienceas a Client Services Associate or other administrative role in thefinancial industry is aplus.
Proficientin MicrosoftOffice
Strongcommunication and organizationalskills
Detailoriented
Comfortableworkingindependently
Exceptionalcustomer serviceskills
JOBMATCHING
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QUALIFICATIONS & SKILLS High school diploma or equivalent;associate or bachelor's degree in business, finance, or relatedfield preferred Experience as a Client Services Associate or otheradministrative role in the financial industry a plus Proficient inMicrosoft Office Strong communication and organizational skillsDetail-oriented Comfortable working independently Exceptionalcustomer service skills
Last updated : 2024-06-06
Job Summary
Full Time
$40k-51k (estimate)
06/08/2024
09/07/2024
pyxai.com
Boston, VA
Related Companies
The job skills required for Client service associate include Client Service, 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.
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Provided daily financial transaction services for clients while delivering excellent customer care.
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Understand Clients' business to predict their needs and provide appropriate solutions.
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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.
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Develop an ability to communicate effectively with clients, managers and other associates.
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May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
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Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
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Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
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Step 3: View the best colleges and universities for Client Service Associate.
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