71 Client Service Associate Jobs in Philadelphia, PA
Select Recruiting Group LLC is Hiring a Client Service Associate Near Philadelphia, PA
Institutional Client Service Associate – Asset Management Firm
Our client is a global investment management firm. We are looking for someone in the Philadelphia area to join the Institutional Client Services Team. This is a full-time, permanent position that will be a hybrid of working from home as well as in-person in the Philadelphia office.
**NOT OPEN TO RELOCATION AT THIS TIME**
Role Overview:
As a Client Service Associate, you'll play a pivotal role in our client-centric approach. You'll collaborate closely with our Relationship Management and Sales teams, providing crucial support in various areas including client reporting, query resolution, portfolio analysis, and more. This role spans both US and international markets, offering a diverse and stimulating environment.
Key Responsibilities:
Client Service Support:
- Manage client accounts efficiently, including the preparation of standard and custom reports, ensuring accuracy and timeliness.
- Address diverse client queries and requests, collaborating cross-departmentally to provide comprehensive solutions.
- Create and maintain presentation materials for client meetings and conferences, ensuring clarity and professionalism.
- Maintain accurate client information in our CRM system and facilitate new account setup processes.
Business Development Support:
- Assist in the preparation of RFPs, questionnaires, and custom materials for prospect meetings, showcasing our value proposition effectively.
- Collaborate with internal teams to develop tailored presentations and materials that resonate with institutional consultants and prospects.
Job Specifications:
We're seeking a proactive, detail-oriented individual with a passion for delivering exceptional client service.
Key requirements include:
- Fundamental understanding of equity, fixed income securities, investing, and portfolio management, with a commitment to ongoing learning.
- Professionalism and accountability in all interactions.
- Flexibility and efficiency in a collaborative team environment.
- Strong organizational and time management skills.
- Excellent verbal and written communication abilities.
- Proficiency in MS Excel, Word, and PowerPoint.
Education & Experience:
- Bachelor's Degree in a business related field.
- Minimum two years within the asset management industry.
- Familiarity with various asset classes.
- Experience in servicing institutional clients is preferred.
Job Summary
Full Time
$57k-74k (estimate)
06/20/2024
07/18/2024
selectrecruitinggroup.com
Gaithersburg, MD
<25
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The job skills required for Client Service Associate include Client Service, Written Communication, Presentation, Time Management, Accountability, 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.
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Provided daily financial transaction services for clients while delivering excellent customer care.
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Understand Clients' business to predict their needs and provide appropriate solutions.
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Processes and follows up on client documentation for proper maintenance of accounts.
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Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
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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.
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Develop an ability to communicate effectively with clients, managers and other associates.
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May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
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Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
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Step 3: View the best colleges and universities for Client Service Associate.
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