Client Service Associate (onsite)
Job Description
A client service associate's job is to provide support and sales functions for financial advisors and clients, and to manage client accounts. They work in financial institutions, such as banks, investment firms, and brokerage firms. Their responsibilities include:
• Client communication: Responding to client inquiries, providing product or service information, and resolving client issues
• Client account management: Creating new accounts, maintaining client portfolios, and updating client information
• Administrative tasks: Compiling and updating documents and contracts, preparing presentation materials, and gathering meeting notes
• Customer service: Greeting customers, answering phone calls, and providing quotes to customers
• Client relationship building Ensuring customer satisfaction and loyalty to build strong client relationships and repeat business
Client service associates don't offer financial advice, but they do help advisory businesses run smoothly and efficiently
Job Type: Full-time
Pay: ?10,656.63 - ?20,000.00 per month
Schedule:
• Day shift
Experience:
• total work: 1 year (Preferred)
Work Location: In person
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Job Detail
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Job IdJD3528598
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IndustryNot mentioned
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Total Positions1
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Job Type:Contract
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationAP, IN, India
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EducationNot mentioned
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ExperienceYear