CyberCoders
Client Service Associate
Position Overview The Client Service Associate is responsible for providing exceptional support to clients and advisors, ensuring a seamless onboarding experience and maintaining positive relationships. This role involves assisting with client inquiries, coordinating with internal teams, and ensuring compliance with industry regulations.
Key Responsibilities
Assist clients with inquiries and provide prompt responses to their needs
Coordinate the onboarding process for new clients, ensuring all documentation is completed accurately
Maintain and update client records in the system
Work closely with advisors to support their client service needs
Monitor and ensure compliance with relevant regulations and company policies
Provide training and guidance to clients on using our services and platforms
Assist in the development of client service materials and communication
Qualifications
Bachelor's degree in Finance, Business Administration, or a related field
Series 65 license preferred
Previous experience in a client service or support role
Strong organizational and multitasking skills
Excellent communication and interpersonal abilities
Proficiency in Microsoft Office Suite and client management software
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance
Industries
Staffing and Recruiting
#J-18808-Ljbffr
Position Overview The Client Service Associate is responsible for providing exceptional support to clients and advisors, ensuring a seamless onboarding experience and maintaining positive relationships. This role involves assisting with client inquiries, coordinating with internal teams, and ensuring compliance with industry regulations.
Key Responsibilities
Assist clients with inquiries and provide prompt responses to their needs
Coordinate the onboarding process for new clients, ensuring all documentation is completed accurately
Maintain and update client records in the system
Work closely with advisors to support their client service needs
Monitor and ensure compliance with relevant regulations and company policies
Provide training and guidance to clients on using our services and platforms
Assist in the development of client service materials and communication
Qualifications
Bachelor's degree in Finance, Business Administration, or a related field
Series 65 license preferred
Previous experience in a client service or support role
Strong organizational and multitasking skills
Excellent communication and interpersonal abilities
Proficiency in Microsoft Office Suite and client management software
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance
Industries
Staffing and Recruiting
#J-18808-Ljbffr