12 Client Service Associate Jobs in Pasadena, CA
Advisor Business Solutions is Hiring a Client Service Associate Near Pasadena, CA
Responsibilities include but are not limited to the following:
- High-touch client service and daily use of the Schwab Advisor Portal
- Maintain client relationships through pro-active communication and prompt responses to client requests and inquiries
- Ensure client information and documents are kept current
- Schwab account onboarding
- Assist in the creation and production of materials needed for client meetings
- Add and maintain client data in Client Management System
- Assist in the preparation and distribution of client reports
- Assist in the preparation of client and prospect presentations
- 2 Years of experience in Wealth Management or Financial Services
- Comprehensive real working experience with Schwab Advisor Center a must
- Strong work ethic and drive to learn and contribute in a fast-paced performance-driven environment
- Polished communication skills and ability to interact professionally with all clients and office personnel. This includes both written and verbal communication
- Proficient in Microsoft Office with an emphasis on Excel and PowerPoint
- Advanced experience with Microsoft Excel is preferred
- Experience with Orion is a plus
- Experience with iCapital is a plus
- Experience trading is a plus
- Experience with money movement is a plus
- Must have a customer-centric attitude with a commitment to doing what is right for the client
- Ability to work independently
- Ability to manage multiple tasks and deadlines well
Company, Salary & Benefits Information:
- Part of a privately held financial and insurance services firm in business for more than 50 years.
- Good work environment.
- Strong team atmosphere.
- Strong benefits package.
- Flexible work schedules.
- Salary range $65,000 - $75,000, Starting salary commensurate with experience.
Advisor Business Solutions provides staffing, strategic marketing and training services for financial services, government, and corporations nationwide. Our 20 year industry background offers the expertise and resources to deliver exceptional results and experiences to our clients.
Job Summary
Full Time
$60k-77k (estimate)
06/24/2024
07/10/2024
advisorbusinesssolutions.com
Long Beach, CA
<25
Business Services
Related Companies
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.
