Client Service Associate at Jobot
Lafayette, CA 94549
About the Job
Client Service Associate
This Jobot Job is hosted by: Jacob Day
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $70,000 - $95,000 per year
A bit about us:
A growing wealth management and investment firm with top-notch client satisfaction and a history of success!
Why join us?
Job Details
Job Details:
We are currently seeking a highly motivated, experienced, and dedicated individual to fill the role of a Client Service Associate. This is a fantastic opportunity for a seasoned professional to take their career to the next level in the finance industry. The ideal candidate will have a deep understanding of financial management, a passion for client service, and a strong desire to contribute to a dynamic team environment. This position will allow the successful candidate to utilize their knowledge and skills to provide top-tier client service, manage client relationships, and contribute to the growth and success of our organization.
Responsibilities:
As a Client Service Associate, your key responsibilities will include:
1. Managing and maintaining client relationships, ensuring the highest level of client satisfaction.
2. Providing comprehensive financial management services to clients, including financial planning, investment management, and retirement planning.
3. Assisting clients in understanding and achieving their financial goals.
4. Collaborating with team members to develop and implement client service strategies.
5. Handling client inquiries and resolving issues promptly and professionally.
6. Conducting regular client meetings to review financial plans, investments, and financial goals.
7. Keeping up-to-date with industry trends, products, and regulations to provide informed advice to clients.
8. Participating in business development activities to attract new clients and grow the business.
Qualifications:
The successful candidate will possess the following qualifications:
1. Bachelor's degree in Finance, Business, or related field.
2. A minimum of 5 years of experience in financial management or a related role.
3. Proven experience in managing client relationships and providing exceptional client service.
4. Strong knowledge of financial planning, investment management, and retirement planning.
5. Excellent communication skills, both verbal and written, with the ability to effectively communicate complex financial concepts to clients.
6. Exceptional problem-solving skills with a client-focused approach.
7. Ability to work well in a team environment and contribute positively to the team dynamics.
8. Strong organizational skills with the ability to manage multiple tasks and priorities.
9. Proficiency in financial software and Microsoft Office Suite.
10. Certification such as CFP, CFA, or CPA is a plus.
This is an excellent opportunity for a seasoned finance professional to leverage their skills and experience in a challenging and rewarding role. If you have a passion for client service, a deep understanding of financial management, and a desire to contribute to a dynamic team, we would love to hear from you.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Jacob Day
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $70,000 - $95,000 per year
A bit about us:
A growing wealth management and investment firm with top-notch client satisfaction and a history of success!
Why join us?
- 401K / Match
- Amazing benefits!
- Promotional Opportunities
- Top Compensation
- Modern workspaces
- Career Development / Innovation Technology
- Bonuses!
- Work life balance
Job Details
Job Details:
We are currently seeking a highly motivated, experienced, and dedicated individual to fill the role of a Client Service Associate. This is a fantastic opportunity for a seasoned professional to take their career to the next level in the finance industry. The ideal candidate will have a deep understanding of financial management, a passion for client service, and a strong desire to contribute to a dynamic team environment. This position will allow the successful candidate to utilize their knowledge and skills to provide top-tier client service, manage client relationships, and contribute to the growth and success of our organization.
Responsibilities:
As a Client Service Associate, your key responsibilities will include:
1. Managing and maintaining client relationships, ensuring the highest level of client satisfaction.
2. Providing comprehensive financial management services to clients, including financial planning, investment management, and retirement planning.
3. Assisting clients in understanding and achieving their financial goals.
4. Collaborating with team members to develop and implement client service strategies.
5. Handling client inquiries and resolving issues promptly and professionally.
6. Conducting regular client meetings to review financial plans, investments, and financial goals.
7. Keeping up-to-date with industry trends, products, and regulations to provide informed advice to clients.
8. Participating in business development activities to attract new clients and grow the business.
Qualifications:
The successful candidate will possess the following qualifications:
1. Bachelor's degree in Finance, Business, or related field.
2. A minimum of 5 years of experience in financial management or a related role.
3. Proven experience in managing client relationships and providing exceptional client service.
4. Strong knowledge of financial planning, investment management, and retirement planning.
5. Excellent communication skills, both verbal and written, with the ability to effectively communicate complex financial concepts to clients.
6. Exceptional problem-solving skills with a client-focused approach.
7. Ability to work well in a team environment and contribute positively to the team dynamics.
8. Strong organizational skills with the ability to manage multiple tasks and priorities.
9. Proficiency in financial software and Microsoft Office Suite.
10. Certification such as CFP, CFA, or CPA is a plus.
This is an excellent opportunity for a seasoned finance professional to leverage their skills and experience in a challenging and rewarding role. If you have a passion for client service, a deep understanding of financial management, and a desire to contribute to a dynamic team, we would love to hear from you.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
70,000 - 95,000 /year