Client Service Associate
1 month ago
Job Summary:
The Client Service Associate will be responsible for providing exceptional client service and support to our clients. This role will involve working closely with our Investment Advisors to ensure that our clients receive the highest level of service and support.
Key Responsibilities:
- Provide exceptional client service and support to our clients
- Work closely with our Investment Advisors to ensure that our clients receive the highest level of service and support
- Assist with client onboarding and account setup
- Provide support with client transactions and reporting
- Assist with client communication and correspondence
- Perform other duties as required
Requirements:
- High school diploma or equivalent required
- 1-2 years of experience in a customer service or client support role
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment
- Ability to multitask and prioritize tasks
- Basic computer skills and knowledge of Microsoft Office
What We Offer:
- A competitive salary and benefits package
- Opportunities for career growth and development
- A dynamic and supportive work environment
- Recognition and rewards for outstanding performance
How to Apply:
If you are a motivated and customer-focused individual who is looking for a challenging and rewarding career opportunity, please submit your application today.
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