2 Jobs
Cobblestone Asset Management is Hiring a Client Services Associate Near Richmond, VA
Company Description
Cobblestone Asset Management is a financial services firm located in Richmond, VA. Our mission is to help clients preserve what's important to them today while defining and reaching their meaningful future goals. We believe that time is our most valuable asset and making smart decisions with money allows us to control the quality of our time. We are an SEC-Registered Investment Advisor. Our strengths include our portfolio management process, our operations / workflows, and a scalable platform.
Role Description
We are seeking a full-time Client Services Associate to join our team at our Richmond, VA office. The Client Services Associate will be responsible for providing excellent customer support and communication to our clients. This includes assisting with account maintenance, addressing client inquiries and concerns, and processing financial transactions. This is an on-site role, working closely with our clients and internal teams to ensure exceptional service delivery.
Qualifications
- Strong client services and customer support skills
- Excellent communication skills, both written and verbal
- Previous experience in a customer service role
- Basic knowledge of finance and investment principles
- Attention to detail and ability to multi-task
- Ability to work effectively in a team environment
- Bachelor's degree in finance, economics, or related field
- Experience in the financial services industry is a plus
Job Summary
Full Time
$59k-76k (estimate)
06/10/2024
07/05/2024
The job skills required for Client Services Associate include Client Service, Customer Service, Communication Skills, Attention to Detail, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services 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 Services Associate. Select any job title you are interested in and start to search job requirements.
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.
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Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
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Client services representatives manage client relationships and provide customer support.
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A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
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Provided daily financial transaction services for clients while delivering excellent customer care.
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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.
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Client services associates also should have strong math, time management and critical thinking skills.
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These associates provide administrative and client support to financial advisers.
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Client Services Associate must be excellent communicators capable of leading a team.
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And strong client relations skills are key to building and maintaining long-lasting business relationships.
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Step 3: View the best colleges and universities for Client Services Associate.
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