9 Client Services Associate Jobs in Brentwood, TN
Vaco is Hiring a Client Services Associate Near Brentwood, TN
The Client Services Associate is a permanent opportunity with a fully onsite schedule.
Responsibilities:
- Interact daily on the phone and in person with prospective and existing clients while maintaining a professional image.
- Schedule and coordinate meetings and appointments, while managing and frequently representing the Advisors across all communication platforms.
- Create and maintain records, files, reports, and databases utilizing the Client Relationship Management platform.
- Coordinate travel arrangements for the executive advisor.
- Generate weekly reports; prepare cards and other mailings for signing and distribution.
- Complete cross-training and assist with other operational functions as required.
- Associates degree or 3 years of administrative experience in lieu of degree required.
- Tech savvy individual with solid mastery of MS Office Suite for general communications, reporting, video conferencing and presentations.
- Skilled at being in sync with the advisors and "playing chess" to manage priorities and scheduling, plus anticipate upcoming needs before they arise.
- A humble, servant-minded individual that thrives in a team environment.
- Ideally someone with experience in the mortgage or banking industry
Job Title: Client Services Associate
Opportunity: Permanent
Location: Onsite Brentwood, TN
Salary: $55-65k D.O.E.
Job Summary
Full Time
$53k-69k (estimate)
06/13/2024
07/02/2024
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 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.
