32 Client Service Associate Jobs in Memphis, TN
Vaco is Hiring a Client Service Associate Near Memphis, TN
Responsibilities
- Serve as a staunch advocate for clients, swiftly and enthusiastically addressing their concerns with diligence and expertise
- Collaborate closely with operations team to proactively manage client issues and maintain robust communication channels
- Work closely with Investment Advisors to create an institutional level process for each client that creates a common experience throughout the firm
- Work together with the client service team to schedule, plan, and execute high quality meetings for Investment Advisors
- Foster a culture of collaboration and excellence within the team to ensure organizational success
- Self-initiate new projects and recruit team members in order to facilitate growth that align with the mission and vision of the firm
- Collaborate with other client service and investment advisor team members, ensuring consistent
- Work closely with Asset Custodians (primarily Schwab) to resolve client issues including account related issues, money movements, and other requests
- Coordinate with Private Investment Fund Managers to circulate client documents and manage capital calls and distributions
- Demonstrable experience in client services, particularly within financial services
- Exceptional interpersonal and communication skills, with an ability to engage effectively with high-net worth individuals and families
- A disciplined, organized approach to managing schedules, meetings, and follow-ups
- An enthusiastic and entrepreneurial individual that loves taking on and initiating new projects
- Experience with Wealthbox, MS Office, Schwab Advisor Services is a plus
Job Summary
Full Time
$53k-69k (estimate)
06/25/2024
07/08/2024
vaco.com
BRENTWOOD, TN
500 - 1,000
2002
Private
$500M - $1B
Business Services
Related Companies
About Vaco
Vaco provides executive search, strategic staffing, corporate relocation and consulting services for finance, logistics and healthcare sectors.
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.
