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Job Description
The primary function is to support the Institutional Services Group of the Wealth Management Division and designated Relationship Managers / Advisors in day-to-day client contact, relationship management, trust and investment account administration, sales, marketing, compliance requirements, and other functions as required to maintain excellent relationships with clients, prospects, external professional advisors and internal business partners.
RESPONSIBILITIES MAY INCLUDE :
Responsible for clerical and administrative support such as data entry, email, updating reports, faxes, appointment scheduling, travel coordination, and sales support.
Qualifications
KEY COMPETENCIES :
Essential Functions :
Company Profile
Our Total Rewards Package
Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs.
At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.
For full-time positions, additional benefits include :
Additional information regarding United’s Mission, Values and Culture can be found here .
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Last updated : 2024-07-16
Full Time
Banking
$57k-74k (estimate)
02/23/2023
10/09/2024
unitedbank4u.com
BYRON CENTER, MI
100 - 200
1887
JENNIFER FERGUSON
$10M - $50M
Banking
United is our name and mission. Weve been partnering with this community for more than a century to match needs with real solutions. Our banking products and services help build businesses, launch ideas, raise families and fulfill dreams. We genuinely believe in community banking, and think a local, independent bank should last. So we build relationships, customize banking, and get creative to offer flexibility, responsiveness and true service to customers and community. Weve been United for generations, always working to be your innovative partner in business and life, and doing whatever it t...akes to provide you with real solutions. Member FDIC | Equal Housing Lender Mission To empower people by providing real solutions in business and life. Values Be united, nimble, innovative, trustworthy, excellent, and dedicated.
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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.
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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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Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
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Step 3: View the best colleges and universities for Client Service Associate.