Client Service Associate

Southfield, MI | Administrative-Customer Service

Post Date: 02/01/2018 Job ID: Client Service Industry: Customer Service Pay Rate: 13.60

Great opportunity to join a financial services company.  Professional administrative support position in Southfield area.  Full-time, 8a-5p, Monday thru Friday, with full benefits.

  • Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries. 
  • Researches client and security information through the back office system. 
  • Processes and follows up on client documentation for proper maintenance of accounts. 
  • Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients. 
  • Creates and maintains records and files. 
    Ensures required client paperwork is current with firm and industry requirements, rules and regulations. 
  • Maintains databases and creates reports using portfolio software programs. 
  • Assists Financial Advisors with marketing efforts including seminars, etc. 
  • Receives and processes securities. 
  • Receives cross-training and assists with other operational functions as required. 

Performs other duties and responsibilities as assigned.

Job Requirements

  • 1+ years' experience working within a corporate/professional office environment
  • 2+ years of customer service oriented experience
  • Willingness to go above and beyond for customers 
  • Proactive problem solving skills 
  • Ability to maintain a professional demeanor at all times
  • Strong written and verbal communication skills 
  • Working knowledge of Microsoft Office Suite (Outlook, Word, Excel)

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