Client Service Associate
Client Service Associate
Law Office of David P. Shapiro
San Diego, CA
See who Law Office of David P. Shapiro has hired for this role
The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.
Job Type: working hour is flexible and Salary: $27-39 /hour
Responsibilities:
Requirements:
Benefits
Job Type: working hour is flexible and Salary: $27-39 /hour
Responsibilities:
- Inbound client calls, schedule appointments, and prepare materials for client meetings
- Maintain CRM/Salesforce with up-to-date with client information
- Assist with various documentation requirements for new business
- Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
- Communicate with outside business vendors (Annuity companies, Insurance carriers, 529 providers, etc.)
- Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
- Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met
- Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc.,
Requirements:
- Strong customer focus, excellent verbal and written communication skills; able to explain complex information clearly and simply
- Proven ability to independently and efficiently manage multiple projects concurrently in a fast-paced environment
- Organized with a strong attention to detail and problem-solving abilities
- Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
- Strong analytical skills and ability to research information
- Demonstrates drive, initiative, and motivation
- Proficiency in Microsoft Word, Excel; Salesforce experience preferred
- Able to utilize internal resources, training & self-service options available such as iKnow, Resource Center, LPLU, etc
- Bachelor’s degree; preferably in Communications, Business, Accounting, or Finance
- Experience working with Financial Advisors, Branch and Home Office support teams or related Industries (Insurance, Banking, etc.)
Benefits
- Health insurance
- Retirement plan
- Dental insurance
- PTO
- 401K
-
Seniority level
Associate -
Employment type
Full-time -
Job function
Customer Service -
Industries
Technology, Information and Internet
Referrals increase your chances of interviewing at Law Office of David P. Shapiro by 2x
See who you knowGet notified about new Client Services Associate jobs in San Diego, CA.
Sign in to create job alertSimilar jobs
People also viewed
-
Remote Call Center Associate
Remote Call Center Associate
-
Customer Service Associate (Remote)
Customer Service Associate (Remote)
-
Guest Services Reservation Agent/REMOTE
Guest Services Reservation Agent/REMOTE
-
Guest Services Reservation Agent/REMOTE
Guest Services Reservation Agent/REMOTE
-
Remote Customer Service Call Center Associate
Remote Customer Service Call Center Associate
-
Customer Service Associate - Work From Home
Customer Service Associate - Work From Home
-
Administrative Assistant/Customer Service Representative
Administrative Assistant/Customer Service Representative
-
Customer Success Associate
Customer Success Associate
-
Remote Customer Service Associate
Remote Customer Service Associate
-
Remote Customer care associate
Lacerlief Advisory
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub