Client Service Associate

Southfield, MI

Posted: 08/20/2018 Industry: Professional Job Number: CSA Pay Rate: 17.50

Full-time administrative opportunity in the Financial Services Industry.



  • Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.
  • 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.




  • 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)
  • Strong attendance - reliable / dependable
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