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    Client Services Associate - Birmingham, United States - Sterling Search Partners

    Sterling Search Partners
    Sterling Search Partners Birmingham, United States

    2 weeks ago

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    Description

    Sterling Search Partners is helping a Birmingham client with its search for a Client Services Associate. We are looking for a Client Services team member who is excited at the prospect of contributing to the growth and success of our business. If your goal is to work in the financial services industry and you are looking for career development opportunities, we would like to talk to you.

    Initial Key Areas of Responsibilities:

    Handle all requests from Clients and business partners pertaining to account administration

    Prepare all account paperwork and check pending account maintenance items

    Maintain current client information in all existing databases (CRM)

    Assist the portfolio management or marketing department as needed

    Organize, scan, and maintain all paper/electronic Client Files

    Continue to develop technical knowledge and expertise

    Continually evaluate day to day activities for process improvement opportunities

    Develop Key Objectives and manage all assigned projects/tasks to achieve Key Objectives in a timely manner

    Key Qualifications:

    A bachelors degree or equivalent financial services industry experience required

    Excellent customer service skills

    Must be detail oriented and have great organizational skills

    Must be able to work independently and as a team player

    Empathy and great active listening skills

    The ability to think clearly, communicate succinctly, and write well

    A strong team orientation. A willingness to help other team members grow

    Problem solver

    Intermediate to advanced knowledge of Microsoft office

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