Client Service Associate (Part-Time) - eTeam Inc.
Fredericksburg, VA 22401
About the Job
Job Title: Client Service Associate (Part-Time)
Job Duration: 3 months contract
Job Location: Fredericksburg, VA- 22401
Duties:
Skills:
Education:
Job Duration: 3 months contract
Job Location: Fredericksburg, VA- 22401
Duties:
- Temporary assignment with opportunity for extension
- Part-time- Branch is looking for someone to work 8 hours on Mondays and Fridays but schedule is negotiable.
- Front Desk Role- Must be highly professional
- Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service.
- Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility.
- Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.
- Answers calls and questions from Financial Advisors (FA's) and Sales Assistants (SA's) related to account opening and maintenance.
- Via department workflows, enforces documentation requirements of clients and accounts to meet industry policies and regulations, including Anti-Money Laundering and Know Your Client.
- Reviews standard issues, analyzes and interprets data and determines appropriate corrective action.
- Processes various basic department related reports and contacts FA's and SA's to resolve account issues.
- Supports and complies with established policies and procedures.
- May recommend suggestions to improve workflows, policies, and procedures.
- Contributes to department projects, documentation, general analysis and testing as needed.
- Reviews daily tasks for accuracy and completeness.
- Maintains detailed records/notes to ensure all client requests are logged and completed in a timely fashion.
- Receives cross-training and assists with other operational functions as required.
- Performs other duties and responsibilities as assigned.
Skills:
- Willingness to go above and beyond for customers
- Proactive problem solving skills
- Ability to maintain a professional demeanor at all times
- Strong written and verbal communication skills
- Working knowledge of Microsoft Office Suite (Outlook, Word, Excel)
Education:
- High School Diploma or equivalent required; Bachelor's degree preferred
Source : eTeam Inc.
