Financial Services Advisory, Inc. Seeking Client Service Associate
1 day ago
August 30, 2024 Summary: The Client Service Associate (CSA) I, serves as a liaison between clients and Financial Advisors. He/She is responsible for maintaining client relationships and serves as a point of contact for client inquiries, account administration and transaction activities. Client Service Associates (CSAs) respond to client account needs and work collaboratively with the Advice and Investment departments to facilitate client requests, including coordinating schedules for meetings. CSAs also work closely with our custodian, Charles Schwab, to ensure clients account needs are served timely and accurately. Client Service Associates provide back-up support for all Administrative Assistant responsibilities as needed. Primary Responsibilities: Client Services Greet clients and/or visitors professionally and pleasantly Communicate with clients both verbally and in writing Establish and maintain progressive client relationships by delivering exceptional service Respond to client investment and finance-related requests Maintain files and keep detailed notes on client issues, initiate and track actions into database Provide assistance to clients in completing investment forms and submitting account applications, deposits and payments, money transfer requests, rollovers, beneficiary changes, notifications, etc. Assist clients with online account access, as well as navigation to reports and account information Run reports to segment clients, determine client needs, etc. Support Advice Department Assist Financial Advisors with scheduling client appointments, meeting paperwork and reports Support Financial Advisors as needed during client meetings, providing answers or paperwork Office Administration Assist with preparation of marketing materials, mailings and special projects Provide back-up support for company calls, lobby and Administrative Assistant responsibilities Prepare outgoing US Postal Service, UPS, Federal Express mail/packages as needed Cultural Vision Integration Support and implement core values into daily work and team member interactions Participate in training and on-going learning opportunities as designated by manager Qualifications: Knowledge | Skills | Abilities Associates degree and 2 years related experience Strong verbal and written communication skills Good analytical, problem solving and interpersonal skills Must be organized, detail-oriented and possess the ability to multi-task Strong prioritization and time management skills Ability to work effectively in a team environment Self-starter who takes initiative with little direction Inherent sense of accountability and ability to take responsibility for work Customer service oriented, with a pleasant demeanor and telephone manner Team oriented, with ability to collaborate honestly and respectfully Proficiency in Microsoft Office software, including Word, Excel, PowerPoint and Outlook J-18808-Ljbffr
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Derwood, Maryland, United States DARCARS Automotive Group Full timeJob OverviewDARCARS Automotive Group is a leading automotive retailer seeking an experienced Financial Services Director to join our team.
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