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Client Service Associate
Full-Time/Part-Time (flexible schedule)
$15 - $20/hour
We are searching for a customer-first, highly organized and motivated individual for our financial advisory firm. Excellent opportunity with potential for job growth.
Job Summary:
The Client Service Associate is responsible for providing exceptional customer service, assisting in safeguarding client assets, and serving as administrative and operational support to the financial advisors and the Skyline team. This role requires superior interpersonal and multi-tasking skills in addition to performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards.
Duties and Responsibilities:
⢠Maintain existing client relationships through the processing of client requests, resolving client inquires and
making sure key client information and documentation is up to date
⢠Build strong relationships with client base and identify firm services and solutions, such as online access and cash management offerings, that support clientsâ needs
⢠Support the firms marketing strategy by maintaining marketing materials, assisting with client mailings and planning client events
⢠Onboard new client accounts and transactions
⢠Perform administrative duties in daily business practices, including but not limited to, telephone, scheduling meetings, mail, filing, and client correspondence
Skills and Qualifications:
⢠Four-year degree preferred or equivalent experience
⢠Proficient in technology platforms, including Microsoft Office
⢠Client first attitude
⢠Exceptional interpersonal and client service skills
⢠Strong communication, time management and organization skills are required
⢠Team player with ability to collaborate with others
⢠Strong work ethic with the desire/ability to work successfully in a small company environment
⢠Industry experience a plus
⢠Ability to pass a background check
Benefits:
⢠Competitive wage commensurate with experience
⢠Paid vacation, Holidays and 401K
⢠Opportunity for career growth
Join our growing team. Apply today!
Please submit a cover letter and resume in Word or PDF format.
