Client Services Associate - Evrhire : Job Details

This range is provided by Evrhire. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$60,000.00/yr - $85,000.00/yr

Title: Client Service Associate

Location: Bonita Springs, FL (on-site)

Salary: $60k - $85k + bonus (based on experience)

Terms: Full-time

The Client Service Associate will work closely with the Relationship Manager to support our Financial Advisors in providing excellent customer service to our clients. You will ensure that the operation of day-to-day tasks related to client service and task-related processes are completed accurately and efficiently.

Responsibilities:

Must effectively carry out the essential duties and responsibilities of this position in a manner that consistently demonstrates the companys core values of Thoughtful, Progressive, Collaborative, Respectful, Integrity, Caring, and humble in a positive manner.

• Support: Assist with day-to day client inquiries, resolve issues, and provide exceptional service to build and maintain strong client relationships, proactively resolving clients issues and concerns.
• Management: Efficiently manage and prioritize a variety of tasks and processes, ensuring timely completion and accuracy.
• Prepare and maintain thorough client documents, reports, and records, ensuring compliance with regulatory requirements.
• Facilitate communication between clients and the Relationship Manager, including scheduling meetings, managing emails, and phone correspondence.
• Maintenance: Assist in opening and closing client accounts, updating account information, and processing account transactions accurately (including documentation).
• Ensure all activities adhere to company policies, industry regulations, and compliance standards.
• Generate and distribute periodic reports on client accounts, transactions, and performance metrics.
• Collaboration: Work closely with the Relationship Manager and other team members to achieve company goals.

Experience:

• Excellent attention to detail, solid follow-up skills, and the ability to think strategically and solve problems.
• Strong interpersonal skills and a client-centric attitude.
• Exceptional organizational skills.
• Excellent communication skills, both written and verbal.
• Ability to multitask and work effectively in a fast-paced

Education:

Bachelors or associate degree in a business related helpful but not required. Equivalent work experience considered as substitute.

• Medical
• Vision

Physical Requirements:

• Prolonged periods of sitting of sitting at a desk and working on a computer.
• Ability to lift up to 10lbs at a time

Seniority level

• Seniority level Associate

Employment type

• Employment type Full-time

Job function

• Job function Administrative, Customer Service, and General Business
• Industries Financial Services, Investment Management, and Business Consulting and Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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