Client Services Associate - 2 Years Experience, Finance
Culov Wealth Management
Buffalo New York
Salary: Neg Per Hour
Duties
- Develop and maintain strong relationships with clients
through effective account management.
- Provide outstanding customer service by addressing
inquiries, resolving issues, and ensuring client satisfaction.
- Interact with the clients we work for on daily basis,
making sure they feel welcome and comfortable. Must be responsible,
upbeat, persistent, and patient.
- Managing the schedule of multiple advisors, incoming
mail, and phone calls.
- Able to perform well in high pressure situations.
- Attention to detail in preparing documents for
signature and then processing signed paperwork into workflows. Follow up
on those workflows to make sure they are executed in a timely manner.
Experience
- Previous experience in account management or customer
service is preferred.
- Familiarity with financial services is preffered.
- Strong analytical skills to assess client needs.
- Excellent communication skills, both verbal and
written, with the ability to convey complex information clearly.
- A proactive approach to problem-solving and a commitment to delivering exceptional service.
Job Overview
Posted Date: 15 Feb 2025
Location: Buffalo New York
Salary: Neg Per Hour
Company Information
Culov Wealth Management
Name: Culov Wealth Management
Web: https://www.culovwealthmanagement.com/