Client Services Associate

4 weeks ago

Birmingham, United States Sterling Search Partners Full time

Sterling Search Partners is helping a Birmingham client with its search for a Client Services Associate. We are looking for a Client Services team member who is excited at the prospect of contributing to the growth and success of our business. If your goal is to work in the financial services industry and you are looking for career development opportunities, we would like to talk to you.


Initial Key Areas of Responsibilities:

• Handle all requests from Clients and business partners pertaining to account administration

• Prepare all account paperwork and check pending account maintenance items

• Maintain current client information in all existing databases (CRM)

• Assist the portfolio management or marketing department as needed

• Organize, scan, and maintain all paper/electronic Client Files

• Continue to develop technical knowledge and expertise

• Continually evaluate day to day activities for process improvement opportunities

• Develop Key Objectives and manage all assigned projects/tasks to achieve Key Objectives in a timely manner


Key Qualifications:

• A bachelor’s degree or equivalent financial services industry experience required

• Excellent customer service skills

• Must be detail oriented and have great organizational skills

• Must be able to work independently and as a team player

• Empathy and great active listening skills

• The ability to think clearly, communicate succinctly, and write well

• A strong team orientation. A willingness to help other team members grow

• Problem solver

• Intermediate to advanced knowledge of Microsoft office

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