32 Client service associate Jobs in Wilmington, DE
Pyxai, Inc. is Hiring a Client service associate Near Wilmington, DE
Job Description
OVERVIEW
Our client is seeking a dedicated Client Services Associate to support their financial consultants in providing excellent customer service to their clients.
The client service associate acts as an assistant to one or more financial professionals. The ideal person helps financial advisors with specific tasks that may or may not require them to interact with clients.
JOB SUMMARY
The client service associate can carry out a number of different tasks, but all of them generally serve the same purpose, which is to strengthen advisor-client relationships to ensure that clients are satisfied.
Additionally, you will work closely with other teams preparing documents before client meetings, organizing sales and presentation materials, compiling meeting notes, and setting up client access for new accounts.
On a daily basis, you will also handle other administrative tasks, such as answering phone calls, emails, sending deadline reminders to consultants, and updating client databases.
RESPONSIBILITIES
Compile and update necessary documents and contracts
Prepare presentation materials
Gather meeting notes and input them to client files
Obtain and process all client information and transactions
Create new accounts and maintain client portfolios
Perform administrative and clerical duties as necessary
Responding to client inquiries for information about products and services.
Scheduling advisor-client meetings.
Drafting written or electronic communications on behalf of advisors.
Logging and tracking customer calls or emails.
Maintaining databases of client information for advisors.
Recording and resolving customer complaints.
Filing and organizing client paperwork.
Requirements
QUALIFICATIONS & SKILLS
High school diploma or equivalent; associate or bachelor's degree in business, finance, or related field preferred.
Experience as a Client Services Associate or other administrative role in the financial industry is a plus.
Proficient in Microsoft Office
Strong communication and organizational skills
Detail-oriented
Comfortable working independently
Exceptional customer service skills
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Requirements
QUALIFICATIONS & SKILLS High school diploma or equivalent; associate or bachelor's degree in business, finance, or related field preferred Experience as a Client Services Associate or other administrative role in the financial industry a plus Proficient in Microsoft Office Strong communication and organizational skills Detail-oriented Comfortable working independently Exceptional customer service skills
Last updated : 2024-06-04
Job Summary
Full Time
$46k-58k (estimate)
06/06/2024
09/05/2024
pyxai.com
Boston, VA
Related Companies
The job skills required for Client service associate include Client Service, Customer Service, Scheduling, Microsoft Office, Presentation, Organizational Skills, 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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