Legacy Solutions, LLC is Hiring a Client service associate Near Kennett, PA
Client Service Associate Legacy Solutions
Legacy Solutions , a well-established investment firm located in Kennett Square, PA, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate
This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner.
Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.
Responsibilities :Desired Experience and Skills :
- services experience preferred, but not required
- to develop strong client relationships
- oral and written communication skills
- to work independently
- solver, critical thinker and creative skills
- to anticipate client and advisor needs
- of working under deadlines
- to do research to answer questions
Technology Used :
- CRM, DocuSign, MoneyGuide Pro, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)
- investment and insurance company websites
We offer :
- supportive and professional work environment
- position has upward mobility, access to 401(k), and a salary range of $40-50k
- opportunity for professional growth and advancement
Last updated : 2024-05-10
Job Summary
Full Time
Business Services
$63k-82k (estimate)
04/28/2024
08/09/2024
legacysolutions.org
PORT CHARLOTTE, FL
50 - 100
2002
Private
JO ANN ALTHAUS
$5M - $10M
Business Services
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The job skills required for Client service associate include Client Service, Customer Service, Written Communication, Microsoft Office, Problem Solving, Client Relationship, 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.
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Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
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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 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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Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
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Step 3: View the best colleges and universities for Client Service Associate.
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