Job Title : Client Service Associate (Part-Time)

Job Location : Fredericksburg, VA-

Job Duration : months contract

Pay rate : $ per hour without any benefits

Part-time- Branch is looking for someone to work hours on Mondays and Thursdays but schedule is negotiable

Hours Per Week : Hours Per Day :

Hours Per Day :

Schedule Notes : Monday and Thursdays

Days Per Week : Duties :

Duties :

• Temporary assignment with opportunity for extension
• Front Desk Role- Must be highly professional
• Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service.
• Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility.
• Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.
• Answers calls and questions from Financial Advisors (FA's) and Sales Assistants (SA's) related to account opening and maintenance.
• Via department workflows, enforces documentation requirements of clients and accounts to meet industry policies and regulations, including Anti-Money Laundering and Know Your Client.
• Reviews standard issues, analyzes and interprets data and determines appropriate corrective action.
• Processes various basic department related reports and contacts FA's and SA's to resolve account issues.
• Supports and complies with established policies and procedures.
• May recommend suggestions to improve workflows, policies, and procedures.
• Contributes to department projects, documentation, general analysis and testing as needed.
• Reviews daily tasks for accuracy and completeness.
• Maintains detailed records / notes to ensure all client requests are logged and completed in a timely fashion.
• Receives cross-training and assists with other operational functions as required.
• Performs other duties and responsibilities as assigned.

Skills :

• Willingness to go above and beyond for customers
• Proactive problem solving skills
• Ability to maintain a professional demeanor at all times
• Strong written and verbal communication skills
• Working knowledge of Microsoft Office Suite (Outlook, Word, Excel)

Education :

High School Diploma or equivalent required; Bachelor's degree preferred