Client Service Associate Job Description Template
Our company is looking for a Client Service Associate to join our team.
Responsibilities:
- Coordinate and direct client activities with other team members and assist as necessary;
- Maintain client paper files and electronic data files in a timely manner;
- Review activities within the job scope for sufficient controls to prevent errors and misstatements of financial results;
- Draft functional specifications and assist project development cycle;
- Assist school district administrators with Tier II support inquiries via email and telephone;
- Opening new accounts with various banks, reviewing fund subscription documents, and preparing due diligence requests;
- Research products, pricing, and complex issue resolution;
- Focused on assisting the manager in delivering and coordinating client services;
- Manage multiple and competing priorities daily;
- Other responsibilities as assigned by the Financial Advisor;
- Providing exceptional service and flawless execution on client requests, inquiries, and transactions;
- Participate in special projects and identify process improvements;
- Respond to client requests by providing detailed analysis and feedback up until resolution;
- Support in the administration of trust, investment, retirement accounts;
- Drive continual improvement of the client service processes and strive for a world class client experience.
Requirements:
- Ambition to grow and advance beyond current position;
- Exceptional organizational and interpersonal skills to interface with clients, prospects, custodians and colleagues;
- Working knowledge of securities industry, broad understanding of capital markets, their practices on how products trade, settled and are invested;
- Excellent customer service skills;
- Ability to organize time and perform tasks with minimal direction;
- Computer Skills: Microsoft Office Suite, including Word, Excel, and Outlook;
- Strong knowledge of Excel, Word, PowerPoint, and Adobe Acrobat;
- Technical knowledge of investment industry to include contract provisions and renewal processing;
- Extreme attention to detail and accuracy skills;
- Education: Required- High School Diploma/ GED; Preferred- Bachelor’s Degree;
- Superb organizational, project management and interpersonal skills;
- Proficient in Microsoft Excel;
- Understanding of the Bank’s structure and identify opportunities to utilize Bank resources to meet client’s needs;
- Experience with common portfolio management systems (Tamarac, Axys, Orion);
- At least 1 year of related experience.