Client Service Associate
2 weeks ago
We are working with a company located in Philadelphia, PA, that specializes in providing Wealth services to clients. Their mission is to provide high-quality customer service to our clients while maintaining a professional atmosphere. They believe in fostering a work environment that encourages diversity, transparency, and open communication.
Role Description
The Client Services Associate is responsible for providing excellent customer support and service to clients. This is a full-time on-site role located in Philadelphia, PA. The daily responsibilities include:
- Answering phones, greeting clients, and maintaining calendars for multiple Wealth Advisors.
- Assisting clients.
- Analyzing reports to determine appropriate action to be taken on behalf of client accounts.
- Researching client issues.
- Preparing and processing client documentation.
- Opening new client accounts as well as creating households.
- Maintaining client records.
- Assisting in reconciling performance reports.
- Executing cashiering, money movement, and ACH requests.
- Preparing client communication.
- General office management.
- 1+ years of Client Services or Customer Support experience
- Excellent communication and customer service skills
- Experience working with financial records and account maintenance
- Attention to detail and the ability to multitask effectively
- Proficient in Microsoft Office and Google Suite
- A Bachelor's degree in a related field or equivalent work experience
Experience working in a professional environment is a plus.
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