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Client Service Associate

Company: FIG Talent Solutions
Location: Davenport
Posted on: March 19, 2023

Job Description:

Client Service Associate
JOIN OUR TEAM TODAY!

One of our top Financial Advisors has a newly created Client Services Associate/Business Processor position available.

YOUR ROLE:

As part of the Client Services Function, you will assist with the operations associated to client care, relationship services, information services, business processing and monetary transfers.

HOW YOU WILL MAKE AN IMPACT:

Partner with clients to provide detailed answers regarding client files, case updates, and applications
Provide customer service for product or portfolio questions related to non-portfolio or non-performance related inquiries
Manage monetary transfers and transactions
Prioritize customer problems for the Advisor based on knowledge of products and services
Document and update client records
Handle all in-bound/out-bound client inquiries and complaints
Develop and maintain a knowledge base of products offered by the firm


WHY YOU ARE THE RIGHT PERSON:

Bachelor's degree in Business, Marketing, Finance, Communications and/or 3+ years in a Client Services role within a financial services practice.

Keywords: FIG Talent Solutions, Davenport , Client Service Associate, Other , Davenport, Iowa

Click here to apply!

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