Client Service Associate in Hermitage, PA
Title: Client Service Associate Hire Type: Permanent
Currently assisting a wealth advisory group in Akron in their search for a Client Service Associate who will act as a liaison between financial advisors, clients and vendors by performing routine administrative and operational procedures.
Responsibilities
Responsibilities for the Client Service Associate
- Provides office support including answering telephones, assisting visitors and resolving and/or referring problems or inquiries.
- Prepares reports by gathering and analyzing data.
- Transcribes and prepares processes and follows up on documents to assist with servicing clients and prospects.
- Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
- Operates standard office equipment and uses required software applications.
- Communicates with outside business professionals upon client request with compliance approved documentation.
- Establishes, maintains and updates files, databases, records and/or other documents.
- Follows the companies Policies and Procedures per the Uniform Administrative Guide.
- Follows appropriate back up procedures as stated in the Uniform Administrative Guide to any associate that may be out of the office.
Education/Experience
Requirements for the Client Service Associate
- High School Diploma or GED
- 3-5 years of administrative experience.
- Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.
- Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
- Ability to effectively present information to management, public groups, and/or board of directors.
- Ability to interact clearly and effectively, in both written and oral communication, with supervisor, clients, staff, vendors, etc.
- Proficient in personal computer skills including electronic mail, record keeping, routine database activity, word processing, spreadsheet, graphics, etc. This role requires an above-average knowledge of Microsoft Office.
- Knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization.
- Knows the competition and is aware of how strategies and tactics work in the marketplace.
- Is dedicated to meeting the expectations and requirements of internal and external customers. Gets first-hand customer information and uses it for improvements in products and services. Acts with customers in mind. Establishes and maintains effective relationships with customers and gains their trust and respect.
- Able to inform orally and in writing, with clarity and good effect.
- Is cool under pressure, settling influence in a crisis.
- Makes good decisions based upon a mixture of analysis, wisdom, experience and judgment.
Contact: Ben Basnett
Type:
Full-time
Salary:
Commensurate with Experience
Travel:
Minimal
Area:
Administrative
State:
Ohio
