Client Services Associate - Rockville, MD
19 hours ago
Job description
Company Description
Financial Advantage Associates, founded in 1997, is an independently owned financial advisory firm serving the Washington DC metropolitan area. Dedicated to helping clients achieve long-term financial success and prepare for the unexpected, the firm provides a wide range of financial products and services. With expertise in insurance, college funding, retirement, and estate planning, Financial Advantage Associates supports individuals and businesses in creating tailored financial strategies. At the core of the firm's mission is a passion for ensuring clients' prosperity and financial security. The office is located in Rockville, MD.
Role Description
This is a full-time on-site role for a Client Services Associate located in Rockville, MD. The Client Services Associate will be responsible for providing exceptional client support, addressing client inquiries, and ensuring satisfaction with services. Daily tasks include managing client relationships, coordinating the delivery of financial documents, and assisting with the preparation and maintenance of client accounts. The role also involves collaborating with financial advisors to provide high-quality service and maintain compliance with industry standards.
Qualifications
- Proficiency in Client Services and Customer Service, with a strong ability to manage client needs and expectations
- Supporting the team in cultivating and enhancing new and existing client relationships
- Onboard and maintain client accounts, ensuring all required forms are prepared and processed completely and accurately.
- Excellent Communication skills, including verbal and written communication, and the ability to explain financial concepts clearly
- Customer Support skills to handle inquiries, resolve issues, and provide timely responses
- Strong organizational and time-management skills
- Proficiency with office software and familiarity with CRM systems
- Ability to work effectively as part of a team
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