Client Service Associate
3 weeks ago
Requirements
- Minimum 3 years of experience in financial services
- Minimum 5 years of experience in customer service.
- Strong ability to work independently and as a team
- Ability to deepen and broaden client relationships
- Ability to identify opportunities to create efficiency
- Ability to manage multiple priorities in a deadline driven environment
- Proficient in current and new office technology
- Excellent communication skills - written, verbal and listening
- Self-motivated
- Detail Oriented
- Proactive in problem solving
- Dedicated to customer service
- Ability to work in a team environment
- Ability to effectively relate to customers
Responsibilities:
- Delivering exceptional personalized customer service.
- Actively listen for situations in the clients' lives that may indicate a need for additional services
- Driving marketing activities such as planning and executing events
- Establish customer relationships and follow up with customers, as needed.
Company DescriptionJoin an independent financial services firm, where your contributions matter. As part of our independent financial advisor network, you will be part of a team that values people over profits. We focus on personalized service and strong client relationships. Our goal is to make a positive impact, improving lives and supporting communities. We are dedicated to creating a supportive environment where you can thrive and feel like you belong.Company DescriptionJoin an independent financial services firm, where your contributions matter. As part of our independent financial advisor network, you will be part of a team that values people over profits. We focus on personalized service and strong client relationships. Our goal is to make a positive impact, improving lives and supporting communities. We are dedicated to creating a supportive environment where you can thrive and feel like you belong.
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