What are the responsibilities and job description for the Ops Client Services Associate position at First Western Advisors?
We are seeking an Ops Client Services Associate to join our team! You will be responsible for helping customers by providing product and service information and resolving technical issues.
Responsibilities:
- Handle customer inquiries and service requests
- Troubleshoot and resolve product issues and concerns
- Document and update customer records based on interactions
- Develop and maintain a knowledge base of the evolving products and services
Qualifications:
· Previous experience in a client services or operations role within the financial services industry is highly desirable.
· Strong understanding of financial products, investment vehicles, and basic investment concepts.
· Excellent interpersonal and communication skills to effectively interact with internal and external clients.
· Detail-oriented with strong analytical and problem-solving abilities.
· Ability to work under pressure and manage multiple tasks simultaneously.
· Proficiency in using financial software systems and Microsoft Office applications.
· Knowledge of regulatory requirements and industry best practices is highly desirable.
· Commitment to maintaining client confidentiality and handling sensitive information securely.
Note: The above job description is a general outline and may be subject to modifications based on the specific requirements of the financial firm and its clients. Salary is based upon qualifications and experience.
- Ability to build rapport with clients
- Ability to prioritize and multitask
- Positive and professional demeanor
- Excellent written and verbal communication skills
Salary : $41,600 - $45,000