Industry: Financial Services•
Less than 5 years
Posted 412 days agoby Benjamin Workman
This is someone who has at least 5years professional work experience and some exposure to the financial services industry.
Client Service Associates, under the direction of Lead Advisors, have responsibility for managing existing client relationships. As part of a team, the position manages client transactions under the direction of Lead Advisors & technical specialists, and may participate in client meetings in that capacity.
Client Service Associates are also responsible for preparing client reports and paperwork, maintaining client contact to provide or obtain updated information, scheduling of meetings between clients and Lead Advisors, responding to client requests, and troubleshooting client problems.
The Client Service Associate can expect to focus his/her work in the following areas:
Job Type: Full-time
Required license or certification: