Client Service Associate

5 hours ago


Charleston, West Virginia, United States Bogart Wealth, LLC Full time

Overview

Job Description

Position Summary: Position Summary: The Client Service Associate is a customer-centric professional that provides direct assistance to clients and internal stakeholders, ensuring client satisfaction from an operational standpoint. This role strengthens client relationships while improving processes continuously.

Education:

Required: Bachelor's degree

Years of Experience:

Preferred: 1-2 years of experience in client service

Key Responsibilities:

  • Handle requests from clients and business partners pertaining to account administration
  • Assist with the preparation of account paperwork and check pending account maintenance items
  • Maintain prospect and current client information in all existing databases (CRM)
  • Maintain calendars for financial advisors
  • Organize, scan, and maintain all paper/electronic client files
  • Continually evaluate day-to-day activities for process improvement opportunities
  • Develop key objectives and manage all assigned projects/tasks in a timely manner

Requirements & Skills

  • Strong interpersonal skills and a customer service mindset
  • Organizational and multitasking abilities
  • Must be able to work independently and as a team player
  • Empathy and great active listening skills
  • Excellent written and verbal communication skills
  • Detail-oriented with a proactive approach to problem-solving
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and office management software
  • Experience with Salesforce preferred

Benefits

  • Competitive compensation
  • Health benefits
  • Bonus programs
  • A 401(k)-retirement plan with company match
  • A fun and friendly team of colleagues


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