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Client Service Associate in St. Petersburg at Revolution Technologies

Date Posted: 6/1/2018

Job Snapshot

Job Description

  • Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service.

  • Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility.

  • Routine contact with internal and external customers is required to obtain, clarify or provide facts and information's; Assist Financial Advisors.

  • Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries.

  • Researches client and security information through the back office system.

  • Processes and follows up on client documentation for proper maintenance of accounts.

  • Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.

  • Creates and maintains records and files.

  • Ensures required client paperwork is current with firm and industry requirements, rules and regulations.

  • Maintains databases and creates reports using portfolio software programs.

  • Assists Financial Advisors with marketing efforts including seminars, etc.

  • Receives and processes securities.

  • Receives cross-training and assists with other operational functions as required.

  • Performs other duties and responsibilities as assigned.

Job Requirements

  • 1+ years' experience working within a corporate/professional office environment

  • 2+ years of customer service oriented experience

  • Experience working within a call center/metrics driven environment

  • Experience working within the financial services industry

  • Associates Degree or higher

  • Willingness to go above and beyond for customers

  • Proactive problem solving skills

  • Ability to maintain a professional demeanor at all times

  • Strong written and verbal communication skills

  • Working knowledge of Microsoft Office Suite (Outlook, Word, Excel)

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