1680 Foley Ave, San Jose, CA 95122, USA, 
Verification Level: 3/7Categories
Customer Service Management
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Front Desk Associate or Receptionist
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Member Services Specialist
Total Price
- CAD 4 347.83
Hourly Rate
- CAD 24.35
Expected Hours
178
Project Length
- 12 months
Description
Location: Atlanta, Georgia
Country: United States
Salary: $45K - $60K
Description:
We are seeking a detail-oriented and client-focused Client Service Associate to join our dynamic team. In this role, you will play a key part in ensuring an outstanding client experience by supporting financial advisors, managing day-to-day service operations, and helping to build lasting client relationships.
This position is ideal for someone who takes pride in delivering exceptional service, is highly organized, and thrives in a fast-paced, team-oriented environment.
Key Responsibilities
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Serve as the first point of contact for client inquiries, providing prompt and accurate support through phone, email, and in-person interactions
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Assist clients with account setup, maintenance, and issue resolution to ensure a smooth and professional onboarding process
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Prepare and process client documentation, including account forms and investment transactions, in collaboration with financial advisors
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Maintain accurate and confidential client records in compliance with regulatory standards
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Coordinate client meetings by managing schedules, preparing materials, and ensuring timely follow-up on action items
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Support marketing and outreach initiatives designed to enhance client satisfaction and engagement
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Monitor and report on client feedback and service trends to support continuous improvement efforts
Qualifications
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Bachelor’s degree in Business, Finance, Communications, or a related field
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1 to 3 years of experience in a client service or administrative role within the financial services industry
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Strong communication and interpersonal skills, with a focus on delivering high-quality client experiences
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Excellent attention to detail and strong organizational capabilities
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Proficiency in Microsoft Office Suite and CRM systems
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Ability to manage multiple tasks independently and work effectively within a collaborative team environment
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Knowledge of financial products and services is preferred
What We Offer
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A supportive and team-driven workplace culture
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Opportunities for professional growth and long-term career development
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Competitive salary and comprehensive benefits package
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The chance to make a meaningful impact on client satisfaction and financial success
If you are passionate about client service and looking for an opportunity to grow within a reputable financial services team, we encourage you to apply.
Address of the job
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Atlanta, Georgia, USA
-
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