Client Service Associate

3 days ago Be among the first 25 applicants This range is provided by Associate Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $27.00/hr - $27.00/hr The Company A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships. What You Will Be Doing The primary role of the Client Service Associate is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. Qualifications Organized with a strong attention to detail and problem-solving abilities Effective oral and written communication; able to explain complex information clearly and simply Time management skills with the ability to handle multiple projects and deadlines Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners Ability to analyze and research information Self-motivated, driven and takes initiative Prior customer service experience (financial services background preferred) Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications Series 7 and 66 licenses preferred Equal Opportunity Employer Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company. Seniority level Seniority level Entry level Employment type Employment type Contract Job function Job function Other Industries Staffing and Recruiting Referrals increase your chances of interviewing at Associate Staffing by 2x Sign in to set job alerts for “Client Services Associate” roles. Call Center Guest Service Attendant Encore Boston Harbor Guest Services Representative (Mon - Fri, 10 a.m. - 6 p.m.) Front Desk Agent- Fairfield Inn & Suites, New Bedford, MA Guest Service Agent - Boston Harbor City Cruises Guest Services Staff - Bowery Presents MA | The Sinclair, Royale, Roadrunner,The Sinclair, Royale, Roadrunner, Suffolk Downs Remote Customer Success Associate - $60k-$80k (FinTech) Boston, MA $60,000.00-$80,000.00 2 weeks ago Embassy Suites Boston at Logan Airport - Front Desk Agent We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr