Client Services Associate Job Description
Client Services Associate Duties & Responsibilities
To write an effective client services associate job description, begin by listing detailed duties, responsibilities and expectations. We have included client services associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Client Services Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Services Associate
List any licenses or certifications required by the position: CNE, MCSE, MCP, CPA, PMP, CPP, FPC, NISM, NCFM, BYOD
Education for Client Services Associate
Typically a job would require a certain level of education.
Employers hiring for the client services associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business, Education, Management, Finance, Human Resources, Economics, Leadership, Accounting, Marketing, Supervision
Skills for Client Services Associate
Desired skills for client services associate include:
Desired experience for client services associate includes:
Client Services Associate Examples
Client Services Associate Job Description
- New Project Setup ? track resource allocation and assist in on-boarding new team members
- Client Services provides support and guidance to internal and external customers in a dynamic, phone-based, team oriented customer service environment
- Respond to retail and professional clients' inquiries via inbound calls, email and on-line chat
- Assist clients with opening and funding accounts
- Show clients how to use different features of the Trader Workstation
- Explain margin requirements to clients
- Investigate trade issues and order executions
- Knowledge of securities regulations impact on customers
- Management of client related projects (dedicated service initiatives, custom configurations)
- Be proficient on all transactions for grade level 4
- Candidates for Senior positions must have a familiarity with web technologies, desktop publishing software, database and network environments, translation memory tools
- Minimum one year experience in a client service/support or commensurate position
- RG146 – willingness to study toward and attain qualification
- Intermediate Proficiency with HTML
- Intermediate Proficiency in JavaScript and SQL a plus
- Intermediate proficiency with Microsoft Excel for managing data and performing quantitative analysis
Client Services Associate Job Description
- Build an account plan for the account scope – with details of the relationships required, the opportunities that have to be chased, and the revenue expected from such opportunities, potential threats and weaknesses that need to be addressed
- Support pre-sales proposals for new business development outside of account scope
- Checks INFO/INSINQ inboxes to ensure completion and necessary follow up action
- Act as our clients’ main point of contact within Conifer
- Responsible for coordination with Clients outside vendors
- Provide phone-based, email-based, remote-access based, and occasional face-to-face (walk-in) support with positive manner and good customer-facing skills
- Be accessible for support requests via phone ACD system, email, and ticketing system for designated shift according to established service levels
- Quickly and efficiently provide support for known (1st level) application usage and hardware support to end users, with prompt response and resolution within established service levels to such technical and operational problems
- Provide escalation and routing of the ticket to the appropriate IT group for resolution and follows up with escalated group and/or customer as needed to ensure that customer's issue is resolved completely in a timely fashion
- Maintain excellent customer service focus, review all communicated requests for accuracy and details and directly communicate with all requestor’s if additional information is required
- Minimum one year experience handling inbound calls in a contact center
- NCFM/NISM certifications in capital markets, derivatives and currency derivatives
- High level of MS Excel skills required
- Familiar with Microsoft Windows suite of products (Excel and Word)
- Ability to accept change
- Proficient with 10-key by touch
Client Services Associate Job Description
- Strong attention to detail, analytical and numeracy skills
- Willing to engage in on-going professional development
- Strategic oversight of the reimbursement, access and service program(s) assigned
- Accountable for the overall performance and success of assigned program(s)
- Exhibit/Maintain subject matter expertise
- Aggregate insights and trends
- Collaborate with Client teams
- Measure and maintain performance against KPIs to achieve quality and productivity standards as defined
- Handle escalated calls into the program
- Work closely with internal departments (business development, HR, client services, IT/IS, etc) on day-to-day program activities, client requests, program and system enhancements
- Minimum 3 years' previous experience in a corporate client service/customer service role
- Demonstrated proficiency with technology and technical concepts, including but not limited to the Microsoft office suite
- Series 7 and 63 licenses highly preferred
- Series 65 or 66 licenses may be required
- Must possess intermediate working knowledge of Microsoft Office Suite (Word, Excel, Visio, and PowerPoint)
- Two years college education preferred
Client Services Associate Job Description
- Performs other duties as assigned, such as special projects
- Assist clients (via telephone) with real property tax related inquiries
- Provide strategic leadership, creating and executing initiatives, facilitate project planning and kick-off meetings
- Develop and execute solid project and communication plans
- Support corporate development (national and market staff) in achieving their goals through careful execution of their contracted deliverables
- Serve as a project management lead on corporate partnerships
- Track sponsor activation efforts and prepare reports outlining sponsor benefits delivered and sponsorship results
- Prepare summary reports for clients
- Work with Corporate Alliances sales team and markets to develop sales proposals and materials, as needed
- Deliver high quality customer service to all constituents
- PHR or SPHR certification preferred, Health Insurance License preferred
- Driver’s license and dependable vehicle with the knowledge to properly use the vehicle
- 2-3 years in related experience in payroll, employee benefits, HR operations and/or training
- The employee is constantly required to talk, hear, and operate a computer and mouse
- Very strong knowledge of the investment industry, and the client service component of that
- Telecom sales / account management experience is a must
Client Services Associate Job Description
- Serve as the primary point of contact for client contacts
- Supporting the sales team to win new client relationships by attending sales meetings, participating in sales calls and preparing RFP responses and cost estimates
- Own the preparation of Client material prospecting packs, portfolio review books and ad-hoc presentations
- Own the client reporting timetable
- Support and develop our statistical data to support MIS reporting
- Fully cooperate with our business functions across the firm Operations, Compliance, Legal, Trading, PM etc and our outsourced functions
- Support client service managers and the institutional sales & marketing leadership through involvement with a selected group of client relationships
- Assist with the set-up of new client accounts, including the client suitability checks and with the collection of anti-money laundering documentation
- Assist with the completion of performance commentaries
- Assist team members as needed in successful completion of Alternatives Client Services process improvement initiatives
- At least 3 years’ experience in management in a billing and accounts receivable required
- Knowledge and ability to understand global/national health care issues
- Experience in the art of negotiating
- Knowledge of community-related issues, understand competitive strategies and anticipate client/network needs
- Experience working with multiple clients, complex client relationships and/or high volume
- Working with clients directly on all pre-production preparation activates