Services Associate Job Description
Services Associate Duties & Responsibilities
To write an effective services associate job description, begin by listing detailed duties, responsibilities and expectations. We have included services associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Services Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Services Associate
List any licenses or certifications required by the position: CPA, CFA, NCFM, AMFI, CPR, RCRA, DOT, IATA, OE, AMLA
Education for Services Associate
Typically a job would require a certain level of education.
Employers hiring for the services associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Associates, Education, Business, Finance, Technical, Accounting, Management, Graduate, Human Resources, Computer
Skills for Services Associate
Desired skills for services associate include:
Desired experience for services associate includes:
Services Associate Examples
Services Associate Job Description
- Describing and selling guided tours to visitors
- Providing extraordinary customer service
- Actively seeking new challenges and increased responsibility
- Coordinate, process and track all fund transactions
- Communicate fund activity and trends to a variety of internal audiences
- Ensuring that functional work is completed excellently, without error, and according to procedure
- Ensuring that trade lifecycle events are accurately reflected and processed
- Organizing and driving to completion anything from simple process enhancements to larger strategic initiatives
- Communicating with internal departments and external service providers to ensure quality communication and accurate trade processing
- Provide timely, accurate, and effective communication and customer service to all Deferred Compensation participants
- Evolve and enhance Deferred Compensation tool and administration machine to optimize both Finance usability and customer experience
- Provide accurate and timely analytics and financial reporting for all Deferred Compensation related activity
- Technology savvy –understand and use technology effectively to communicate and enhance the Digital Sales brand (Microsoft Office Suite, LinkedIn, Twitter
- 3-5 years of experience in facilities and/or office support, preferably in a professional services firm
- Intermediate to advanced computer skills in Windows, Word, Excel, PowerPoint and Outlook
- Ability to multitask and to work effectively in a challenging, fast-paced environment
Services Associate Job Description
- Prepares and distributes month-end reports as needed
- Supports recruiting function in hiring process from initial job requisition through on-boarding and supports related training program initiatives
- Operate switchboard and service incoming calls, by gathering information in order to direct
- Assist with requests regarding client, guest and international visiting staff
- Accept delivery of incoming packages
- Manage boardroom / training room bookings and AV requests
- Ensure client-facing areas are kept tidy at all times
- General administrative tasks and special projects as required by specific teams or departments
- Handle updates with regards to telephone numbers
- Make the necessary local and international travel arrangements, including flights, visas, hotels and transport as required, and taking into account business needs and the company travel policy and approvals process
- Relevant experience gained at a prestigious accounting or consulting firm, investment bank or independent valuation firm, or coursework/training in financial valuation preferred
- Gathers information from Client/Consultant, industry research and sources to gain comprehensive understanding of the Client Company, industry and the position requirements
- Assists consultant to develop position specification and a focused search strategy
- Researches and identifies prospective candidates through targeted company research, industry sources, relevant prior searches and internal sources
- Places calls to prospective candidates and sources to elicit interest in the opportunity, obtain referrals, and/or collect market feedback
- Conducts phone interviews to qualify prospective candidates against position requirements and key competencies
Services Associate Job Description
- Prepare fund manager reports per or upon request
- Help identify platform gaps, optimization opportunities and assist in building the appropriate solution
- Understand and relate to brands and their social presence
- Monitor and moderate social channels of clients – Identify/Escalate consumer service concerns, brand response worthy content, sensitive/ inappropriate content
- Conduct extensive research to build the client’s social audience profile database and identify audience that matter to the brand
- Formulate responses for user engagement that adhere to the social tone and language of the brand
- Analyse trends and generate reports of client’s social activities and engagement
- Monitor and act upon campaign specific or crisis specific messages as per the guidelines listed by the brand
- Travel for client go-lives and transitions is expected, travel for client training as needed
- Calculate and process monthly curtailments
- May assist consultant in writing candidate assessments for presentation to the Client
- Maintains progress reports/status reports/market feedback reports for presentation to consultant and Client
- Builds strong relationships and good rapport with candidates and sources and stays aware of talent in the marketplace
- Demonstrate initiative and resourcefulness to develop well-planned strategies and achieve goals within tight timelines
- Comfortable and competent using technology in a business setting
- Can leverage the consultant in his/her search work and is comfortable and competent with client contact
Services Associate Job Description
- Complete annual renewal searches
- Responsible for system administration including maintenance, password resets and attestations
- Keep all stakeholders informed of any issues or potential increased exposure
- Clear inventory audits timely and accurately in accordance with CRAF 6
- Process applications including reviewing all documentation and searches, obtaining approvals and ensuring all policy parameters have been met
- Complete all system setup requirements once approval has been granted and process maintenance requests
- Analyse all user generated review/feedback content across web/social channels for brands in different business verticals
- Deep dive into the context and sentiment behind the reviews
- Ability to identify and segment text/keywords based on relevant categories
- Ability to adapt to technology and work on social media management tools
- Experience with some reporting tool
- Business travel of approximately 25 or more percent yearly is expected
- Preferred candidates will speak good English and German
- Work overtime when required to meet heavy work volumes and business needs
- Motivation to exceed sales targets
- Ambitious and goal-oriented
Services Associate Job Description
- Understand technology for machine learning and insights
- Ability to multitask, problem solve and innovative process improvements
- General knowledge of Microsoft Outlook and Excel
- Receive ship confirmations and ensure proper upload of deliveries to the business database
- Process inbound and outbound orders
- Troubleshoot shipments (customs, address errors)
- Ensure the product is in compliance with company and client standards through regular auditing, process checks, conflict resolution and database review
- Quality check final reports and documents for accuracy and completeness
- May participate in ongoing projects, acting as a contact with other departments and communicating regularly with department management regarding projects or initiatives
- Identify missing information and areas requiring corrections
- Have some retail experience
- Previous serving experience would be an asset
- Fluency in French, Chinese, Korean or Japanese would be considered an asset
- Ability to work in a highly challenging environment by maintaining high standards of accuracy in terms of quality & quantity
- Ability to analyze customer conversations
- Good knowledge of online and social media channels