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At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Tampa is seeking an experienced and exceptionally sharp, motivated, and detail-oriented Client Service Associate to join their team to provide proactive in-office support to financial advisors and assist with efficient, quality client service in a boutique office environment.
JOB SUMMARY:
Under general supervision, this role uses skills gained through training and experience to provide proactive support to advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks, and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision-making responsibility. Extensive contact with internal and external clients to resolve most questions and problems, and refer new or unusual issues to a higher level.
ESSENTIAL DUTIES & RESPONSIBILITIES:
This position aids in the operations of the firm by providing concierge support in our solution implementation process. Specific responsibilities include, but are not limited to:
QUALIFICATIONS:
The ideal person for this role will be one with excellent time management capabilities and exceptional communication skills. Because this is a client-facing role that prepares paperwork with our New Business & Client Services Department, meticulous attention to detail is a must.
Job Type: Full-time
Pay: $45,000.00 - $60,000.00 per year bonus
Benefits:
Full Time
$57k-75k (estimate)
06/26/2024
07/09/2024
The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services 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 Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Services 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 Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
02/03/2022: Oklahoma City, OK
Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
03/03/2022: Brownsville, TX
Client services representatives manage client relationships and provide customer support.
03/31/2022: Pierre, SD
A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
01/29/2022: Bridgeport, CT
Provided daily financial transaction services for clients while delivering excellent customer care.
03/18/2022: Lincoln, NE
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 Services Associate jobs
These positions require familiarity with customer services tools and programs.
04/05/2022: Washington, DC
Client services associates also should have strong math, time management and critical thinking skills.
01/22/2022: Pine Bluff, AR
These associates provide administrative and client support to financial advisers.
03/03/2022: Jacksonville, FL
Client Services Associate must be excellent communicators capable of leading a team.
02/25/2022: Jackson, MS
And strong client relations skills are key to building and maintaining long-lasting business relationships.
01/26/2022: Provo, UT
Step 3: View the best colleges and universities for Client Services Associate.