Client Service Associate

Client Service Associate

Requirements

• Ability to multitask and communicate in a courteous, professional and timely manner.
• Work independently while contributing to our team’s goals.
• Protect confidential information at all times.
• Detail Orientated with a keen eye for accuracy and efficiency.
• Proficiency in Microsoft Word, Excel and Outlook.

Responsibilities

• Performing data entry for opening and maintenance of client accounts and records.
• Performing a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, while providing overall customer service support to clients and financial advisors.
• Performing clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
• Working with the client in obtaining required documents.
• Providing account-related information to assist clients.
• Organizing and assisting in the maintenance of complete client account records.
• Performing operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
• Providing reports and other information as requested.
• Performing outbound calling activities as assigned.
• Performing various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned.

Preferred Qualifications

• Administrative Knowledge – Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
• Time Management – Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm’s resources efficiently.
• Critical Thinking – Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
• Excellent Interpersonal Skills – Knowledge of principles and processes for providing exemplary client service. The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette. This includes uncovering client needs, meeting and exceeding quality standards for service.
• Communication Skills – The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.