Client Services Associate

5 months ago


Wilmington, United States Pyxai, Inc. Full time

Job DescriptionOVERVIEWOur client is seeking a dedicated Client Services Associate to support their financial consultants in providing excellent customer service to their clients. The client service associate acts as an assistant to one or more financial professionals. The ideal person helps financial advisors with specific tasks that may or may not require them to interact with clients. Activities a client service associate can engage in include both clerical and administrative work.JOB SUMMARYThe client service associate can carry out a number of different tasks, but all of them generally serve the same purpose, which is to strengthen advisor-client relationships to ensure that clients are satisfied. Additionally, you will work closely with other teams preparing documents before client meetings, organizing sales and presentation materials, compiling meeting notes, and setting up client access for new accounts. On a daily basis, you will also handle other administrative tasks, such as answering phone calls, emails, sending deadline reminders to consultants, and updating client databases.RESPONSIBILITIESCompile and update necessary documents and contractsPrepare presentation materialsGather meeting notes and input them to client filesObtain and process all client information and transactionsCreate new accounts and maintain client portfoliosPerform administrative and clerical duties as necessaryResponding to client inquiries for information about products and services.Scheduling advisor-client meetings.Drafting written or electronic communications on behalf of advisors.Logging and tracking customer calls or emails.Maintaining databases of client information for advisors.Recording and resolving customer complaints.Filing and organizing client paperwork.RequirementsQUALIFICATIONS & SKILLSHigh school diploma or equivalent; associate or bachelor's degree in business, finance, or related field preferred.Experience as a Client Services Associate or other administrative role in the financial industry is a plus.Proficient in Microsoft OfficeStrong communication and organizational skillsDetail-orientedComfortable working independentlyExceptional customer service skillsJOB-MATCHINGNot the position you were looking for? Pyxai has launched a job matching service that will get you in front of employers and land you a job with competitive pay, amazing benefits, and positive working culture. Upload your resume and take a 20-minute video interview for a position of your choice and we will submit your profile to our partner employers. One application, multiple offers - get started todayOur clients pay us, so your application is free.



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