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Client Services Associate
Found in: Lensa US 4 C2 - 2 days ago
Premier Path Wealth Partners Madison, United StatesAbout the job · The Client Service Associate (CSA) is a client-facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of a Premier Path Wealth Partners client. When needed, the CSA wi ...
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Client Services Associate
Found in: Lensa US 4 C2 - 5 days ago
Premier Path Wealth Partners Madison, United StatesAbout the job · The Client Service Associate (CSA) is a client-facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of a Premier Path Wealth Partners client. When needed, the CSA wi ...
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Food Service Associate
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Client Service Associate
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Food Service Associate
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Service Associate, Full Time
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Service Associate, Full Time
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Customer Service Associate
Found in: Lensa US 4 C2 - 50 minutes ago
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Client Service Associate
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Customer Service Associate
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Value City Furniture Plainfield, United States** Customer Service Associate** · *Share by Email* Location: VCF PLAINFIELD #122 At American Signature Inc., we believe everyone has the right to a well-furnished life. Every day, our customers embark upon their personal style journeyan adventure. To that purpose, we are committ ...
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Customer Service Associate
Found in: Lensa US 4 C2 - 13 hours ago
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service associate
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MONTEFIORE MEDICAL CENTER Bronx, United StatesIt is expected that all Service Associates will function as members of a team dedicated to support the highest quality care and services to our patients by assisting in such functions as maintaining a safe, clean, and functional environment; assistin Associate, Retail, Healthcare ...
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Customer Service Associate
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service associate
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Service Associate
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UBS Weehawken, United StatesYour roleAre you incredibly organized with an eye for detail? Are you a skilled multitasker?We're looking for a service associate to: undertake preparatory work, transaction processing, and control and reconciliations tasks provide support and advice for Team Associates and Finan ...
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Service Associate
Found in: Lensa US 4 C2 - 4 days ago
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cashier & customer service associate
Found in: Careerbuilder One Red US C2 - 23 hours ago
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Customer Service Associate
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Customer Service Associate
Found in: Lensa US 4 C2 - 13 hours ago
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Patient Services Associate
Found in: Lensa US 4 C2 - 55 minutes ago
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Client Services Associate - Madison, United States - Premier Path Wealth Partners
Found in: Appcast Linkedin GBL C2 - 6 hours ago
Description
About the job
The Client Service Associate (CSA) is a client-facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of a Premier Path Wealth Partners client. When needed, the CSA will also support other aspects of the business, which may include operations, marketing, client & and performance reporting.
Duties and responsibilities include but are not limited, to:
· Provide timely and exceptional client service with flawless execution on requests, inquiries, and transactions such as money movement, security transfers, account maintenance, online access assistance, and additional duties as needed.
· Responsible for the new account onboarding process for clients consisting of preparing & and gathering completed documents, processing applications on the custodian platform, and any additional work as required.
· Accountable for making proactive weekly client phone or email contact to enhance and grow the client relationship.
· Support the team in preparation for client meetings.
· The ideal candidate is thorough in their work, operates with a high attention to detail, and has strong communication, organization, time management, and problem-solving skills.
Qualifications:
· Strong verbal, written, and interpersonal communication skills.
· Strong competency with Microsoft Outlook, Word, Excel, and PowerPoint
· Education – Bachelor's degree in business-related fields (Required)
· Preferred - 2+ years of client service experience.
Skills and Abilities:
· Ability to adapt to a rapidly changing and fast-paced business and technology environment.
· Energized by being challenged and continuing to learn and develop
· Ability to work effectively independently, and in a team environment.
· Effective organizational, multi-tasking, and prioritizing skills with a can-do approach to work.
· Enjoy working autonomously in creative problem-solving
Salary: Based on relevant experience.
About Premier Path:
Premier Path values excellence with an aggressive pursuit of growth. We empower our team members to exceed expectations by providing an environment of autonomy, accountability and innovation. Rooted in integrity, collaboration, and grit, we are fierce advocates for our clients.
To foster a culture of entrepreneurship, we award our associates by making them owners of the firm's success by sharing in our growth and profits.
Our family-like culture embraces a lifetime of learning, where your dedication fuels continuous improvement and unparalleled success.
We invest in our employees and offer competitive Health & Retirement Benefits This full-time position is required on-site at our location in Madison, NJ.
Premier Path provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
