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Job: Client Service Associate
Reporting to: Client Service Manager
Location: In Office
Compensation: Hourly
Richard Brothers Financial Advisors ("RBFA") is seeking an Client Service Associate to join our collaborative team in South Portland, Maine.
Founded in 1996 by brothers Randall and Neal Richard, RBFA has long been entrusted to provide comprehensive, objective financial advice to the families and businesses we’re fortunate to serve. You will be joining a firm with a growth-mindset culture comprised of like-minded individuals whose capability is only matched by their passion for helping others.
Throughout our 25 year history, we have been steadfast in our commitment to community while staying true to our PILLAR values for which the company was built on.
From the very beginning, these core principles have been the bedrock of everything we do. We invite you to learn more about who we are – and to understand how joining RBFA can unite a rewarding career with positively impacting the lives of others. www.RichardBrothersFinancial.com
Position Overview:
The Client Service Associate will develop hands-on and in-depth knowledge about the financial advisory business. This is the starting point for obtaining knowledge about the products, the market and market conditions, and the processes of client applications and requests. Richard Brothers Financial Advisors offers a professional training program to help you develop in your role and achieve your goals. The culture is friendly with a strong emphasis on teamwork, support, and lifetime learning.
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Job Qualifications:
Benefits:
RBFA is committed to our employees' growth and development – both personally and professionally. The culture is friendly with a strong emphasis on teamwork, support, accountability, and respect.
No recruiters or phone calls please.
Richard Brothers Financial Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.
Job Type: Full-time
Pay: $53,000.00 - $65,000.00 per year
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Compensation package:
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Work Location: In person
Full Time
$55k-72k (estimate)
06/06/2024
10/02/2024
richardbrothersfinancial.com
South Portland, ME
25 - 50
The job skills required for Client Service Associate include Client Service, Written Communication, Teamwork, Microsoft Office, Time Management, CRM, 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.
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.