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    Client Service Associate - Richmond, United States - Sparks Group

    Sparks Group
    Sparks Group Richmond, United States

    4 weeks ago

    Sparks Group background
    Description

    Responsibilities:

    Have you got what it takes to succeed The following information should be read carefully by all candidates.
    • Maintain and update client information with accuracy and attention to detail.
    • Serve as a trusted advisor for clients, proactively educating them on account services, capabilities, and opportunities.
    • Assist in the preparation of reports, presentations, and other materials for client meetings, contributing to effective communication and informed decision-making.
    • Meticulously collecting and verifying documentation for efficient account setup and service delivery.

    Qualifications/Background Profile:

    • Minimum of 3-5 years of experience in client service, ideally within the finance sector.
    • Bachelor's degree in Finance or Accounting is preferred.
    • Exceptional communication, interpersonal, and multi-tasking skills, with the ability to manage multiple priorities effectively.
    • Desire to work with Clients to prepare a financial plan
    • Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
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