What are the responsibilities and job description for the Client Service Associate position at Compunnel Inc.?
Job Overview:
We are seeking a skilled Client Service Associate to join our team at Compunnel Inc. As a key member of our support staff, you will be responsible for providing exceptional customer service and support to clients throughout the inheritance process.
The ideal candidate will possess effective relationship management skills, excellent communication skills, and the ability to work in a fast-paced environment. If you have a passion for delivering world-class customer service and are looking for a challenging role that requires strong organizational and problem-solving skills, we encourage you to apply.
About This Role:
This position is responsible for providing dedicated one-on-one support to clients, leveraging effective relationship management skills to ensure a high level of satisfaction. The successful candidate will be proactive in communicating with clients by phone and email, providing timely and transparent updates on their requests.
Key Responsibilities:
- Provide world-class customer service to both internal and external clients
- Process and follow up client service requests in a timely manner
- Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements
- Research and resolve problems with both internal and external clients accurately and in a timely manner
- Leverage systems and ensure all case interactions are appropriately entered and documented
- Actively manage, monitor, and document daily case load by utilizing various technology resources
- Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
- Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation
Requirements:
- Series 7 and 66 required (or 63 & 65)
- College degree preferred
- 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
