Client Services Associate-Financial Services
JOIN OUR TEAM TODAY!One of our top Financial Advisors has a Client Services Associate/Business Processor position available.
YOUR ROLE:
As part of the Client Services Function, you will assist with the operations associated to client care, relationship services, information services, business processing and monetary transfers.
HOW YOU WILL MAKE AN IMPACT:
Partner with clients to provide detailed answers regarding client files, case updates, and applicationsProvide customer service for product or portfolio questions related to non-portfolio or non-performance related inquiriesManage monetary transfers and transactionsPrioritize customer problems for the Advisor based on knowledge of products and servicesDocument and update client recordsHandle all in-bound/out-bound client inquiries and complaintsDevelop and maintain a knowledge base of products offered by the firmWHY YOU ARE THE RIGHT PERSON:
Bachelor's degree in Business, Marketing, Finance, Communications and/or 3
years in a Client Services role within a financial services practice.
Recommended Skills Communication Customer Service Finance Knowledge Base Marketing Estimated Salary: $20 to $28 per hour based on qualifications.
YOUR ROLE:
As part of the Client Services Function, you will assist with the operations associated to client care, relationship services, information services, business processing and monetary transfers.
HOW YOU WILL MAKE AN IMPACT:
Partner with clients to provide detailed answers regarding client files, case updates, and applicationsProvide customer service for product or portfolio questions related to non-portfolio or non-performance related inquiriesManage monetary transfers and transactionsPrioritize customer problems for the Advisor based on knowledge of products and servicesDocument and update client recordsHandle all in-bound/out-bound client inquiries and complaintsDevelop and maintain a knowledge base of products offered by the firmWHY YOU ARE THE RIGHT PERSON:
Bachelor's degree in Business, Marketing, Finance, Communications and/or 3
years in a Client Services role within a financial services practice.
Recommended Skills Communication Customer Service Finance Knowledge Base Marketing Estimated Salary: $20 to $28 per hour based on qualifications.
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