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We are looking for a Client Service Associate to join our team in Sylvania, Ohio. In this role, you will provide vital support, ensuring seamless operations and delivering outstanding service to our clients. This position requires a proactive approach to managing tasks, maintaining compliance, and fostering strong relationships with both clients and team members.
Job Responsibility:
Address client inquiries promptly, resolve issues efficiently, and nurture client relationships to ensure high satisfaction levels
Organize and prioritize multiple tasks and processes, guaranteeing accuracy and timely completion
Prepare, maintain, and update client documentation, records, and reports while adhering to regulatory and compliance standards
Coordinate communication between clients and the Relationship Manager, including scheduling meetings and facilitating correspondence
Assist with account management tasks such as opening and closing accounts, updating client information, and processing transactions accurately
Generate and distribute regular reports on account activity, performance metrics, and other client-related data
Ensure all actions and processes comply with company policies, industry regulations, and legal standards
Collaborate with the Relationship Manager and team members to support company goals and drive success
Actively participate in meetings with Financial Advisors and the Relationship Manager to enhance understanding and take on additional responsibilities
Contribute to process improvements and procedural enhancements to optimize efficiency and productivity
Requirements:
Proven ability to manage calendars and schedules effectively
Strong organizational skills with a keen attention to detail
Familiarity with industry regulations and compliance standards
Excellent communication skills, both written and verbal
Ability to prioritize multiple tasks and meet deadlines consistently
Proficiency in handling confidential information with discretion and professionalism
Experience in client service or administrative support roles
Team-oriented mindset with a willingness to collaborate and share knowledge