10 Client Service Associate Jobs in Hagerstown, MD
Carson Group is Hiring a Client Service Associate Near Hagerstown, MD
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We WantThe role of the Client Service Associate is to assist team members in ensuring every aspect of client accounts are accurately and properly opened and maintained. This role will provide on-going service and support to Client Service Managers and Advisors by providing service that exceeds expectations. This includes determining what actions need to be completed to open new accounts and perform maintenance on existing client accounts on an accurate and timely basis. Coordination of projects, training, and on-going development of improved office procedures is also required. The Client Service Associate must be able to manage multiple tasks at a time while maintaining professional poise and courtesy to clients and internal stakeholders.
What To Expect
- Primary processor of new accounts and account maintenance requests from all CWM Advisors
- Professionally provides primary point contact with our custodians
- Service client needs and requirements as determined through Client Service Manager coordination
- Assist in developing annual client review materials
- Maintain accurate and complete client information in the database
- Interact with Client Service Manager team on all case requirements and follow up
- Develop and maintain written procedures of all activities
- Attend all training and information sharing meetings scheduled for the Service team
- Adhere to all company and industry supervisory guidelines and policies
- Other duties as assigned
- Knowledge of Financial Advisor office tools (i.e. Orion, SalesForce, etc.) preferred
- Knowledge of Microsoft Office, including Word, Excel, and Outlook required
- Excellent interpersonal & communication skills
- Excellent attitude and an extraordinary client service orientation
- A genuine interest in serving and caring for other people
- Excellent organizational and time management skills
- Ability to handle multiple tasks with precision
- Analytical and research skills
- Ability to troubleshoot and problem solve
- Desire to provide the highest quality of service
- High level of attention to detail
- Sedentary work that primarily involves sitting/standing.
- Repeating motions that may include the wrists, hands and/or fingers.
- Remaining in a stationary position, often standing or sitting for prolonged periods.
- Bachelor's degree in business administration, accounting, finance, or similar field preferred or commensurate career experience
- Experience working in a professional office environment preferred
- 3 years of experience in the financial industry preferred
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
Job Summary
Full Time
Business Services
$73k-95k (estimate)
05/26/2024
11/27/2024
carsongroup.com
OMAHA, NE
200 - 500
2011
Private
RON CARSON
$50M - $200M
Business Services
Related Companies
About Carson Group
Carson Group is a Nebraska-based firm that provides services such as marketing, investment strategies, succession planning and coaching for financial advisors and investors.
The job skills required for Client Service Associate include Client Service, Microsoft Office, Communication Skills, Attention to Detail, Time Management, Coordination, 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.
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