Client Service Associate
Professional
Professional
Columbus , Ohio Direct Hire Jul 2, 2024
Are you a dynamic, detail-oriented individual with a passion for delivering unparalleled customer service?If so then we are seeking a highly motivated Client Service Associate to join our esteemed wealth management team.
In this pivotal role, you will play a crucial part in maintaining strong client relationships, ensuring operational efficiency, and upholding our commitment to excellence in service delivery.
Schedule: 8:30am to 5:00pm Monday through Friday
Key Responsibilities:
•Manage incoming calls and emails, providing prompt and professional responses to client inquiries and requests.
•Process client transactions with precision, ensuring accuracy in account records and compliance with regulatory standards.
•Utilize our Customer Relationship Management (CRM) system to document and track client interactions and work items effectively. •Provide comprehensive support to our financial advisors on products and services, offering valuable insights and assistance as needed.
•Prepare and submit financial and investment documents, including applications and withdrawal forms, in a timely manner.
•Facilitate the opening of new accounts for clients, ensuring all necessary documentation is completed and processed.
•Update beneficiary information in accordance with client requests. •Compile reports and presentations for both prospective and existing clients, showcasing our firm's offerings and value proposition.
Minimum Requirements:
•Demonstrated experience in customer service.
•Prior experience in finance or banking.
•Proficiency in analytical thinking.
•Exceptional attention to detail.
•Strong mathematical aptitude.
•Self-driven and assertive, with a commitment to professional excellence.
•Proficiency in Excel and PowerPoint
•Capability to work autonomously and within a team environment. •Excellent verbal and written communication abilities.
•Familiarity with CRM systems and methodologies.
•Competence in utilizing the Microsoft Office suite.
Preferred Qualification:
•Bachelor's degree in business, finance, marketing, or a related discipline.
•Background in wealth management and financial planning.
Pay & Benefits:
•$50,000.00 - $70,000.00
•401(k)
•Comprehensive structured training program.
•Supportive team environment.
•Paid time off, including holidays.
Medical, vision, and dental insurance coverage.
•Disability and life insurance benefits.
In this pivotal role, you will play a crucial part in maintaining strong client relationships, ensuring operational efficiency, and upholding our commitment to excellence in service delivery.
Schedule: 8:30am to 5:00pm Monday through Friday
Key Responsibilities:
•Manage incoming calls and emails, providing prompt and professional responses to client inquiries and requests.
•Process client transactions with precision, ensuring accuracy in account records and compliance with regulatory standards.
•Utilize our Customer Relationship Management (CRM) system to document and track client interactions and work items effectively. •Provide comprehensive support to our financial advisors on products and services, offering valuable insights and assistance as needed.
•Prepare and submit financial and investment documents, including applications and withdrawal forms, in a timely manner.
•Facilitate the opening of new accounts for clients, ensuring all necessary documentation is completed and processed.
•Update beneficiary information in accordance with client requests. •Compile reports and presentations for both prospective and existing clients, showcasing our firm's offerings and value proposition.
Minimum Requirements:
•Demonstrated experience in customer service.
•Prior experience in finance or banking.
•Proficiency in analytical thinking.
•Exceptional attention to detail.
•Strong mathematical aptitude.
•Self-driven and assertive, with a commitment to professional excellence.
•Proficiency in Excel and PowerPoint
•Capability to work autonomously and within a team environment. •Excellent verbal and written communication abilities.
•Familiarity with CRM systems and methodologies.
•Competence in utilizing the Microsoft Office suite.
Preferred Qualification:
•Bachelor's degree in business, finance, marketing, or a related discipline.
•Background in wealth management and financial planning.
Pay & Benefits:
•$50,000.00 - $70,000.00
•401(k)
•Comprehensive structured training program.
•Supportive team environment.
•Paid time off, including holidays.
Medical, vision, and dental insurance coverage.
•Disability and life insurance benefits.