9 Client service associate Jobs in Aventura, FL
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Jobot is Hiring a Client service associate Near Aventura, FL
Bilingual Financial Services CSA - $$$ Growth Opportunities
This Jobot Job is hosted by : Evan Flynn
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary : $75,000 - $100,000 per year
A bit about us :
We are a team of experienced financial advisors seeking a driven and detail-oriented Client Services Associate. This is an exceptional opportunity for a seasoned professional with a background in wealth management, investment services, and / or financial planning.
As a vital part of our team, you will be at the forefront of our operations, providing top-notch service to our diverse clientele.
The ideal candidate should be bilingual in English and Spanish, have a strong understanding of the financial industry, and a passion for building strong client relationships.
Why join us?
- Top compensation
- Hybrid flexibility
- Health benefits retirement savings
- Generous PTO
Job Details
Responsibilities :
1. Providing full-scale client services in the areas of wealth management, investment services, and financial planning.
2. Managing the client onboarding process, ensuring a smooth transition and a positive first experience for all new clients.
3. Utilizing your bilingual skills to communicate effectively with our diverse clientele, particularly those who are Spanish-speaking.
4. Collaborating with the sales team to identify new business opportunities and contribute to the growth and profitability of the company.
5. Handling client inquiries and resolving issues promptly to maintain high client satisfaction.
6. Assisting in the development and implementation of new procedures and processes to improve client services.
7. Keeping up-to-date with the latest industry trends and regulatory changes to provide accurate and relevant advice to clients.
Qualifications :
1. A bachelor's degree in Finance, Business Administration, or a related field.
3. Proven experience in client onboarding in a financial setting.
4. Fluency in both English and Spanish.
5. Excellent interpersonal and communication skills, with the ability to build strong relationships with clients.
6. Strong problem-solving skills, with the ability to handle complex client issues effectively.
7. A solid understanding of financial markets and investment strategies.
8. Proficiency in using financial software and tools.
9. Series 65 preferred.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Last updated : 2024-07-01
Job Summary
Full Time
$51k-66k (estimate)
05/08/2024
07/05/2024
jobot.com
IRVINE, CA
200 - 500
2014
Private
TIM MURPHY
$50M - $200M
Related Companies
About Jobot
Jobot is a California-based recruiting and staffing firm that provides experienced recruiters for businesses.
The job skills required for Client service associate include Client Service, Problem Solving, Communication Skills, Flexibility, Financial Services, Wealth Management, 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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