Job Description

Client Associate Job Summary:

• We\xe2\x80\x99re looking for a Client Service Associate to maintain software up to date with data, educate consumers on services and solutions, assist with the preparation of reports as well as other materials for consultations, obtain the appropriate paperwork for opening an account, and work orders, schedule team promotional events and retain advertising material, and provide the team with administrative support.
• Make sure your contact information is current during the application procedure, and submit your latest r\xc3\xa9sum\xc3\xa9 when presenting your application for review.
• You must respond to an offer to engage in some of the screening processes. Both a mail and an SMS can be used to send the invitation.
• Scheduling appointments for potential and existing clients, monitoring and controlling referrals and revenue, offering advertising information to customers, resolving operational challenges, getting ready deals, ordering inventory, organizing consultation books, and retaining a file for potential and existing customers are some of the responsibilities.
• Serves as a point of contact for all referrals, examining the documentation for accuracy and sending it to management for approval
• Client Associate Job Responsibilities and Duties
• Work with customers via phone, mail, and in-person meetings
• Handle client inquiries and concerns, and assess priority issues
• Aid client with forms and account opening
• Update and manage account
• Develop relationships with current and potential clients
• Assist a customer with product and account issues.
• Collaborate and cooperate with the sales team to develop the present customer base
• Build and maintain a record to fulfill the company\xe2\x80\x99s regulatory standards
• Client Associate Skills and Qualification:
• Bachelor\xe2\x80\x99s degree in finance, business, or related field
• Knowledgeable in Microsoft Office
• Detail-oriented
• Work well independently
• Exceptional service skills
• Responsive, dependable, and must have high emotional intelligence
• Better verbal and oral communication skills
• Prioritization skills, and self-discipline

Job Types: Full-time, Permanent Salary: 110,000.00 - 208,000.00 per year Benefits:

• Commuter assistance
• Flexible schedule

Schedule:

• Day shift
• Morning shift

Supplemental pay types:

• Commission pay
• Overtime pay
• Performance bonus

Experience:

• Administrative Assistants & Receptionists: 1 year (Required)
• total work: 1 year (Preferred)

Expected Start Date: 01/12/2023