Client Service Associate (Pasadena)

  • Address:Pasadena, CA 91101 (map)
  • Date Posted:07/31/16
  • Job Type:Full-time
  • Description:
  • This Client Service Associate will be the point of contact for all client service related needs. Will provide service on all accounts, from opening new accounts to handling active client requests and questions. Will be relied on heavily for both professional and personal support in a fast-paced environment. This is a client service position with management responsibility. It requires a dedicated person, willing to work hard, and where quality is not compromised. Will also serve as backup for other office duties.Responsibilities:Maintain calendar and database for Financial AdvisorAnalyzing reports to determine appropriate action to be taken on behalf of client accountsResearching client issuesPrepare for appointmentsCollect, organize, and synthesize personal and financial client informationOpening, closing, transferring, and maintaining accountsPrepare and verify information for client forms, applications, and other documentsUpdate and maintain client databaseGeneral office duties, i.e. answer phone, USPS,UPSDesired Skills and ExperienceFinance or Financial Planning background preferredAbility to interact successfully with high income clientsExcellent interpersonal and organizational skillsStrong financial and analytical skillsExcellent computer skills, including in-depth internet knowledge and proficiency in MS OfficeAbility to work independently to research and resolve client issuesMust have an understanding of appropriate paperwork and procedures necessary to process transactionsConfidentiality is a MUSTComfortable working with executive level officersMust be a problem solver and a goal-oriented team player who is willing to complete any job necessary within the firm
Ad ID: 45419139
  • Posted by: Ad Partner | View all ads
  • Profile: Active since 07/2016
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