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Client Service Associate

2 months ago

Fredericksburg, United States ICONMA Full time

Location: Fredericksburg, VA
Duration: 3-4 months with possible extension

Description:
Front Desk Role- Must be highly professional

Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service.
Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.
Answers calls and questions from Financial Advisors (FA's) and Sales Assistants (SA's) related to account opening and maintenance.
Via department workflows, enforces documentation requirements of clients and accounts to meet industry policies and regulations, including Anti-Money Laundering and Know Your Client. Reviews standard issues, analyzes and interprets data and determines appropriate corrective action.
Processes various basic department related reports and contacts FA's and SA's to resolve account issues.
Supports and complies with established policies and procedures.
May recommend suggestions to improve workflows, policies, and procedures.
Contributes to department projects, documentation, general analysis and testing as needed.
Reviews daily tasks for accuracy and completeness.
Maintains detailed records/notes to ensure all client requests are logged and completed in a timely fashion.
Receives cross-training and assists with other operational functions as required.
Performs other duties and responsibilities as assigned.

Skills:
Willingness to go above and beyond for customers Proactive problem solving skills Ability to maintain a professional demeanor at all times Strong written and verbal communication skills Working knowledge of Microsoft Office Suite (Outlook, Word, Excel)

Education:
High School Diploma or equivalent required; Bachelor's degree preferred

Skills:
Required
Excel
Excellent written and verbal communication skills
Microsoft office
Problem solving

As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws.