Client Service Associate

This is Hourly Paid Job Between 44$64$ US Remote.

Job Summary: We are seeking a dedicated Client Services Associate to support our financial consultants in providing excellent customer service to our clients. You will work closely with our staff 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 our client database.

Client Services Associate Duties and Responsibilities

• Compile and update necessary documents and contracts
• Prepare presentation materials
• Gather meeting notes and input them to client files
• Obtain and process all client information and transactions
• Create new accounts and maintain client portfolios
• Perform administrative and clerical duties as necessary

Client Services Associate Requirements and Qualifications

• High school diploma or equivalent; associate or bachelors degree in business finance or related field preferred
• Experience as a Client Services Associate or other administrative role in the financial industry a plus
• Proficient in Microsoft Office
• Strong communication and organizational skills
• Detailoriented
• Comfortable working independently
• Exceptional customer service skills

Remote Work :

No