Example Client Associate Job Description

Our Client Associate job description includes the responsibilities, duties, skills, education, qualifications, and experience.

About the Client Associate role

A Client Associate is responsible for providing support to clients including managing customer accounts, maintaining customer records, responding to customer inquiries, and providing detailed information about products and services. They must be knowledgeable about a company's products and services and possess strong customer service skills. Client Associates are also responsible for maintaining customer relationships, resolving customer complaints, and ensuring customer satisfaction.

Role Purpose

The purpose of a Client Associate is to provide administrative and customer service support for financial advisors and their clients. This includes responding to client queries, preparing client reports, maintaining client records, and providing general customer service. Client Associates must demonstrate excellent communication, organizational, and problem-solving skills, allowing them to effectively manage client accounts and provide superior customer service. Additionally, Client Associates are responsible for ensuring that all client paperwork is accurate and up-to-date.

Client Associate Summary

The Client Associate is responsible for providing exceptional customer service and support to clients of a financial services firm. The Client Associate is the main point of contact between the firm and its clients and is responsible for ensuring that clients are satisfied with the services provided. The Client Associate will coordinate with other departments to gather and provide information to clients, assist with account opening and maintenance, process transactions, provide account statements and other related documents, and provide general administrative support. The Client Associate must be able to build and maintain strong relationships with clients, have excellent communication skills, and be organized and detail-oriented.

Client Associate Duties

  • Provide customer service to clients
  • Handle client inquiries and complaints
  • Process client orders and transactions
  • Maintain client accounts
  • Conduct regular follow-ups with clients
  • Identify potential business opportunities

Client Associate Skills

  • Excellent customer service
  • Strong communication and interpersonal skills
  • Organizational and time management skills
  • Ability to work in a fast-paced environment
  • Proficient computer skills

Client Associate Requirements

  • Strong interpersonal, communication, and customer service skills
  • Ability to think critically and make sound decisions
  • Knowledge of the financial services industry
  • Ability to work independently and in a team environment
  • Proficiency in Microsoft Office Suite

Personal Traits

  • Strong customer service skills
  • Excellent communication skills
  • High level of organization and attention to detail
  • Ability to multi-task and prioritize work

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