Client Service Associate Job Description
Client service associate
provides expert-level technical assistance to PC users on Microsoft Office products, as well as selected PC applications such as MS Outlook and Skype.
Client Service Associate Duties & Responsibilities
To write an effective client service associate job description, begin by listing detailed duties, responsibilities and expectations. We have included client service associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Maintain financial records for trust and foundation client accounts
Responsible for day-to-day administrative duties for the teams
Assist with marketing campaigns (social media, seminars, client events, website maintenance)
Help service Institutional clients
Initiate, prepare materials for and co-host quarterly client strategy update meetings and calls
Provide summary notes of meetings and share investor feedback with Institutional Marketing Department
Spearhead new account opening process, coordinate with compliance, legal, accounting and operations to fund new accounts and set up guidelines and IMAs
Coordinate client contribution and redemptions with PM teams, traders & operations
Track and produce multiple regular monthly/quarterly client reports, including portfolio and performance reviews
Work with compliance to ensure client guidelines and restrictions are maintained
Client Service Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Service Associate
List any licenses or certifications required by the position: RFP, EA, RHIA, CCS, CPC, CFA
Education for Client Service Associate
Typically a job would require a certain level of education.
Employers hiring for the client service associate job most commonly would prefer for their future employee to have a relevant degree such as Collage and Bachelor's Degree in Finance, Business, Management, Economics, Communication, Accounting, Business/Administration, General Education, Education, Associates
Skills for Client Service Associate
Desired skills for client service associate include:
Microsoft Office products
Excel and PowerPoint
Microsoft Word
Investment products
Managing files and records
Office procedures and terminology
Spread-sheet applications
Bank products
Balancing
Banking
Desired experience for client service associate includes:
Seamlessly support book of business across all aspects of the firm
Follow up promptly and accurately on client requests
Evaluate and prioritize the company's suite of products for distribution based on current product performance, comparative analysis and channel needs
Develop thoughtful, timely and interesting events, products updates, campaigns and calls to showcase the company's intellectual capital
Source and circulate important and timely industry articles, studies and reports
Create follow up emails with necessary whitepapers, strategy information etc to further business opportunities developed at prospect meetings
Client Service Associate Examples
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Client Service Associate Job Description
Job Description Example
Our growing company is looking to fill the role of client service associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client service associate
- Perform oversight of all internal and external deliverables
- Serve as point of escalation for all operational risk exposures
- Support all operational, client servicing and financial reporting functions within alternative investments
- Maintain and post client valuations
- Coordinate the subscription, redemption, and client billing process
- Range of administrative and client service duties to support our clients in relation to their financial planning needs
- And educating clients with new applications, procedures, systems and initiatives
- And maintaining client files including assisting with annual client reviews and compliance documentation
- Process various types of monetary transactions on a day to day basis
- Manage review meeting items
Qualifications for client service associate
- Assist with company receptionist duties on a regular basis daily back up call recipient
- Assisting in client meetings, pitch presentation, marketing materials, questionnaires and reporting
- Participating in all aspects and stages of the client experience
- Polite and clear telephone manner
- Comfortable with common technology
- Warm, friendly, and mature nature
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Client Service Associate Job Description
Job Description Example
Our growing company is hiring for a client service associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client service associate
- Upon request, provides quotes and other account-related information to assist clients
- Organizes and assists with branch functions, client events, and seminars for the FA(s)
- Enters orders received directly from a FA who is registered in the client’s state of residence
- Participate in team projects to build and enhance internal procedures in accordance with industry best practices
- Source and circulate relevant industry and channel specific news, publications, updates
- Provide impeccable service to high net-worth clients
- Facilitate client relationship building
- Offer seamless administrative and operational support
- Compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees, and collection consulting fees
- Independently handle certain complex to moderately complex client (internal and/or external clients) inquiries
Qualifications for client service associate
- Demonstrated knowledge of Microsoft Office and similar software
- Ensures client is added to the appropriate gift and card logs
- 2 years clerical/related industry experience required
- WORK CONTACTS
- Proficient use of firm software & MS Office Suite
- Series 6 or 7, and 63 (or 66) required, or must be obtained within 6 months from start of employment
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Client Service Associate Job Description
Job Description Example
Our growing company is looking to fill the role of client service associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client service associate
- Monitor plan parameters and administrative operations to ensure compliance with plan document provisions, applicable governmental rules and regulations
- Work with clients to "clean" census data
- Monitor all participant and plan-specific contribution limits and plan-level deductibility limits
- Provide timely, accurate and concise service to participant inquiries and requests
- Proactively engage participants, anticipate their needs and offer assistance and solutions
- Establish appropriate service expectations by sharing relevant processes and time frames related to specific inquires and requests
- Respond to all participant phone inquiries and requests in a timely and accurate manner
- Initiate and complete account transactions as requested made by participants
- Document all participant calls and transactions timely and thoroughly
- Proactively communicate and coordinate efforts with Plan Services Group (PSG) units to address all participant service issues and provide necessary research, problem solving and resolution
Qualifications for client service associate
- Must have an understanding of appropriate paperwork and procedures necessary to process transactions
- Must be computer literate and proficient with Windows, Word and Excel
- 1 -3 years’ experience supporting software applications, and providing technical client service and support
- 1-3 years’ experience in a financial services atmosphere preferred, specifically the registered advisory, brokerage or financial services industry
- High School Diploma or equivalent and one (1) or more year’s securities industry or related work experience preferred
- Internship experience a plus, preferably in financial service/client service, but will consider college graduates with interest in a career in Financial Planning
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Client Service Associate Job Description
Job Description Example
Our company is searching for experienced candidates for the position of client service associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client service associate
- Perform quality review of work to ensure accuracy of transactions and documentation
- Continuously develop knowledge of requirement plan recordkeeping and administration, the rules and regulations that govern defined contribution plans
- Maintain professional call management etiquette at all times
- Generate client performance reports on Black Diamond
- Assist with quarterly billing review and reconciling invoices
- Team phone coverage backup
- Review activity reports
- Calendar, birthday card and holiday card mailing
- Charitable Contributions
- Fee Waivers
Qualifications for client service associate
- Insurance knowledge/ background
- Prior customer service required
- Retirement service experience preferred
- Proficient in computer navigation and software applications, MS Word in particular
- Work well in a dynamic team environment and under pressure
- Work in a contact center environment using a keyboard/mouse and headset for extended periods of time
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Client Service Associate Job Description
Job Description Example
Our company is growing rapidly and is looking for a client service associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client service associate
- Maintain Away Account Statements
- Gathering tax information for clients
- Maintaining Material Events, Trade Ticket Review, Mutual Fund share class conversion review and non-solicitation letters
- The client-facing responsibilities require excellent project management practices and the ability to provide data and information in a client-friendly manner
- Solidifying and growing market presence is a focus for the Midwest team
- Assist end-user inquiries via message board, customer support phone line, and service log deletion requests
- Clear requested service log deletions on daily basis
- Coordinate with team if end-user inquiries need to be escalated
- Assist outreach campaigns by running database macros and mail-merges
- Manage project social media accounts
Qualifications for client service associate
- Ability to work overtime to meet the needs and cyclical trends of the business organization
- Bachelor’s degree or 1-3 years of experience preferred
- Desire to obtain series licenses preferred
- Excellent proficiency in MS applications (Word, Excel, PowerPoint)
- A consultancy mindset with the ability to anticipate needs and empathize with clients
- Commitment to deliver exceptional client service and contribute in a team environment