RESPONSIBILITIES:
Kforce has a client that is seeking a Client Service Associate in Melville, NY.
Summary:
The Client Service Associate plays a crucial role in the client experience by delivering elevated standards of client care. They are highly motivated, organized, and committed individuals with strong initiative and excellent communication skills. They are responsible for understanding policies, procedures, and capabilities to provide comprehensive service to clients.
Duties and Responsibilities:
Collaboration with Financial Advisors:
* Working directly alongside the Financial Advisors in developing business plans and a client service model
* Assist the Financial Advisor in managing their business by initiating the onboarding process for new clients, preparing and handling account-specific and investment-related documentation, facilitating secure transactions of funds and securities, and maintaining up-to-date and accurate client records
* Performing administrative duties that support the financial advisors in daily business practices, including but not limited to telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Client Support:
* Foster and improve client relationships through active communication, addressing client inquiries, and guiding through the firm's offerings
* Social Media
* Help with planning seminars and events
* Cultivate and nurture strong client relationships by promptly addressing client inquiries and anticipating their needs
* Collect the right documentation for opening new accounts
* Authenticate clients during transaction processing to ensure proper authorization
* Onboard and maintain client accounts
* Assist with the preparation of reports and other materials for client meetings
* Take appropriate action on client account alerts, and keep management systems up to date with client information
REQUIREMENTS:
* To be considered for this position, candidates must have experience in a similar role, or they must possess significant knowledge, experience, and abilities to successfully perform the responsibilities listed
* Relevant education and/or training will be considered a plus
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
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Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
- Dice Id: kforcecx
- Position Id: ITEQG2189336
- Posted 30+ days ago
