Client Service Associate

Client Service Associate

Shift/Hours: Monday - Friday, 8:00 am-5:00 pm

Pay Rate: $18.00/hr

Location: Centerville, Ohio 45458

Experience: 2+ years of Customer Service/Administrative experience, preferably within the financial industry

We are excited to share a new opportunity! We are currently working with a bona fide top employer in this market that is looking to add a passionate, energetic, customer service-oriented individual to their team. Step into an instrumental role. Help conduct the smooth operation of a fast-paced and friendly financial planning office. Assist financial advisors and associate financial advisors in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.

Customer Service Representative Job Duties include:

• Work with home office to ensure accurate account setup and resolve issues
• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
• Maintain files and records in accordance with the records retention policy
• Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)
• Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice
• Set up and maintain a client management system
• Call clients or prospects to set up meetings or appointments
• Write notes or letters to clients on personal letterhead of an administrative nature only, and handle client appreciation
• Attend and participate in client meetings if necessary
• Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)
• Coordinate client appreciation events and seminars
• Answer unsolicited calls from prospects to schedule appointments or refer to an advisor
• Implement an annual marketing plan to meet client acquisition goals
• Contact prospects on behalf of the practice via marketing activities
• Implement client referral program
• Social Media Prospecting

Customer Service Representative Preferred Skills include:

• Direct attention to detail and organization
• Effective communication with clients and other advisors/staff
• Effective and efficient time management
• Polite and clear communication via phone and email
• Ability to multi-task
• Ability to adhere to rules and regulations as stated and required by the advisor
• Ability to support and provide guidance for compliance within the advisor's practice
• Positive attitude and sincere willingness to constantly learn and grow
• College degree or higher
• 2+ years of similar experience
• Social Media and marketing experience a plus

Benefits of working with PrideStaff:

• Medical, Rx, and Wellness Benefits
• Dental and Vision Plan Options
• Short-term Disability
• 401(k) Retirement Plan
• Holiday Pay

Interested in this Customer Service Representative / Customer Support Associate position, but don't have a resume? No worries, give us a call at 937-965-0765 PrideStaff Company Overview PrideStaff wants you to succeed! We have dedicated consultants who provide employment market insights and resources! We offer the support you need along the way. Over the years, we have helped thousands of people find outstanding career growth opportunities. At PrideStaff, we truly value people, and we are dedicated to getting to know you and advocating on your behalf with our network of employers from across the country. Our Recruiters will help guide you with career tools and resources.

Compensation / Pay Rate (Up to): $18.00 - $18.00 Per Hour