Associate, Client Services Job Description

Associate, Client Services Job Description

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Associate, client services provides consultation to IT and business management on applying technology to business opportunities and planning and implementing cross-functional applications or systems.

Associate, Client Services Duties & Responsibilities

To write an effective associate, client services job description, begin by listing detailed duties, responsibilities and expectations. We have included associate, client services job description templates that you can modify and use.

Sample responsibilities for this position include:

Familiarizing self and staying abreast of internal policies and procedures
Under the direct supervision of the Branch Manager, perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics
Accepts and enters unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client’s state of residence
Performs various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, ) and other duties as assigned by the FA and/or Branch Manager
Assist in the production of digital sales collateral and literature
Update and maintain the digital sales department's documentation and database
Weekly digital inventory reporting to all sales teams
Assist in ad creation using Bullseye platform – training provided
Report digital campaign performance to digital project manager and AE’s
Use analytic tools to measure and report campaign progress including Doubleclick for Publishers (DFP), Google Analytics, Bullseye, MailChimp, Dell Sports, Web Contesting, Social Media Statistics and Dudamobile

Associate, Client Services Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Associate, Client Services

List any licenses or certifications required by the position: CNE, MCSE, MCP, CPA, PMP, CPP, FPC, NISM, NCFM, BYOD

Education for Associate, Client Services

Typically a job would require a certain level of education.

Employers hiring for the associate, client services job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business, Education, Management, Finance, Human Resources, Economics, Leadership, Accounting, Marketing, Supervision

Skills for Associate, Client Services

Desired skills for associate, client services include:

Organization
Products and customer service activities
HR functional needs
Industry and business leadership
Claims systems applications and member service systems
UK and India operational processes
Online media business and underlying technology and research
Affiliate Marketing
Procedures
Company’s products and services

Desired experience for associate, client services includes:

Series 7 and 63 or 66 a plus but not required
Series 7 and 63 or 66 required or the ability to obtain licenses within one year of hire
Lead project/matter communication meetings, and status updates
Record keeping of digital media performance at end of campaign
Screenshot collection
Undertakes research and special projects at the direction of the Digital Sales Manager and Project Manager

Associate, Client Services Examples

1

Associate, Client Services Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of associate, client services. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate, client services
  • Maintain responsibility for being familiar with and following all established troubleshooting and operational procedures
  • Handle and/or coordinate routine account maintenance functions
  • Retrieve and responding to emails
  • Handle other projects or tasks as assigned
  • Interacting in a friendly and professional manner with customers
  • Excellent command on English language – both verbal and written
  • Ensure all inputting of information is accurate, good attention to detail
  • Develop a good understanding of the role and activities conducted within the Service Centre
  • Develop a complete understanding of all compliance issues associated with dealing and problem resolution
  • Demonstrate diplomacy and tolerance
Qualifications for associate, client services
  • Ability to collaborate with a team able to work independently
  • Develop working relationship with clients, third party vendors and/or ancillary service provides and other internal parties to ensure seamless delivery on specified tasks, special projects and/or participant issues
  • Execute and own complex research initiatives and the analysis & resolution of technical issues
  • Troubleshoot application and/or data issues and direct to the appropriate contacts
  • Measure performance against process requirements, aligning improvement projects to close performance shortfalls
  • High School Diploma or equivalent and a minimum of five (5) or more years securities industry service experience
2

Associate, Client Services Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of associate, client services. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for associate, client services
  • Communicate professionally with external customers (advisors, administrative assistants) and internal customers (Home Office employees) via fax, AWD comments and occasionally by phone
  • Complete required training classes
  • Provide sales and service support for current clients or prospect
  • Participate in client meetings and prepare presentations for these meetings
  • Research and respond to inquiries of high net worth clients
  • Assist with phone calls to prospects and clients, schedule all client-related appointments
  • Place equity, mutual fund and fixed income trades for brokerage clients
  • Collaborate with the Delivery Manager to address all people or infrastructure related issues that may be affecting the delivery of the project vis-à-vis the specific client
  • Balance different projects running for the client that may involve different delivery managers or horizontal competency units’ resources
  • Work closely with the Solutions Leader to build customized solutions pitches for the target account and driving the revenues and delivery of these solutions to the account scope
Qualifications for associate, client services
  • Be a team player with the ability to work unsupervised
  • Previous experience in a corporate client service/customer service role
  • Comfortable with technology in general and technical concepts
  • Competent using Microsoft Word and Outlook)
  • Understanding or ability and desire to learn client base and industries
  • Minimum two years experience in a client service/support or commensurate position
3

Associate, Client Services Job Description

Job Description Example
Our company is hiring for an associate, client services. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate, client services
  • Respond to direct customer inquiries on the phone or through e-mail to provide support on SPT desktop software
  • Provide technical support/problem resolution to external customers in a timely, professional, and courteous manner
  • Independently research solutions to high end clients’ technical problems with limited supervision
  • Engage third party vendors and custodians with interfaces into PortfolioCenter to troubleshoot mutual client issues
  • Build and foster positive and effective business relationships with day-to-day operational contacts within assigned customers
  • Customer centricity, with a true vocation for client service and retention
  • Ability to develop a thorough understanding of the Firm's investment philosophy and strategies
  • Strong written and verbal communication skills and ability to interact with both clients and managers in other departments
  • Self-starter who is capable of completing multiple projects within set deadlines
  • Strong computer skills with proven proficiency in Excel, Word and PowerPoint
Qualifications for associate, client services
  • Utilize time appropriately to meet business goals
  • Candidate must be have an ability to work well within a team environment
  • Tremendous attention to detail and commitment to error-free work is required
  • BA/AA in Business or related field, strong organizational and communication skills, excellent phone manner are required
  • Strong computer skills to manage daily responsibilities (Word, Excel, PowerPoint, and Data Entry), the ability to prioritize and work in fast-paced environment, the ability to make independent decisions based on information and data are necessary
  • Fluent command of English is a prerequisite
4

Associate, Client Services Job Description

Job Description Example
Our company is looking for an associate, client services. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for associate, client services
  • Be able to represent program to client, manage client relationship and lead presentations
  • Interact with 3rd party vendors as part of program’s business requirements
  • Manage administrative duties including interviewing and hiring, personnel issues, time management and recording, training, performance appraisals and salary and bonus administration in coordination with HR
  • Conduct regular, strategic program assessments to identify potential program enhancements, changes and opportunities
  • Portfolio operations central point of contact for investment teams and other internal stakeholders
  • Provide back-up to Internet Banking
  • Answer call from client’s franchisee offices
  • Determine applicable workers compensation classification code and rate
  • Advise caller of code and rate or refer to Client Risk Management Department as applicable
  • Interfaces with customers to resolve 1st and 2nd tier/escalated customer service issues
Qualifications for associate, client services
  • Must have strong English written and verbal skills, command of basic grammar and diction appropriate to an IT Support Center and clear and pleasant speaking voice
  • Excellent communication skills that include patience in explaining concepts and addressing customer issues, and ability to defuse potentially intense situations and satisfy the customer's expectations are necessary
  • Must have excellent computer literacy and computer operation skills, ability to effectively read and make use of information in small type down to 5pt typeface, utilize computer displays for 8+ hours a day, read serial numbers from equipment labels
  • Excellent phone skills and phone operation skills, ability to use corporate PBX phone and ACD systems such as Avaya for 8+ hours per day using a handset or wired/wireless headset is essential
  • Must possess ability to function effectively in a sometimes high-pressure environment and project a positive attitude and handle customer situations with professionalism and tact, drive to meet or exceed all established goals or SLAs
  • Technical knowledge of all software, hardware, and web-based systems such as Windows, Macintosh, iPad, iPhone, BlackBerry, Lotus Notes, Showcase, and so on is a plus
5

Associate, Client Services Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of associate, client services. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for associate, client services
  • Ensure compliance with Association policies, including, risk management, and financial controls
  • Assists Client Service Managers (CSMs) with managing various aspects of quote, proposal and RFI development
  • Manages various aspects of quote, proposal and RFI development for assigned transactional clients
  • Establishes clear timelines to meet client requirements and anticipates obstacles and provides solutions
  • Develops appropriate knowledge of the technical and regulatory environments
  • Reviews RFP/quote requests to ensure initial understanding of client requirements
  • Works with Operations, Finance, Account Executives and others to compile proposal text and/or price response
  • Ensures timely and consistent delivery of assigned proposals to clients
  • Performs data entry into SFDC, CMS, and other databases, as appropriate
  • Documentation and verification of data imports and manipulation (control totals, data maps, email handovers)
Qualifications for associate, client services
  • Strong network of contacts in telecom sector
  • Minimum 3 years of experience working with Indian SIs
  • Should demonstrate ability to drive independent conversations with senior IT executives and senior management
  • Handles a book of business of at least 5m SGD per annum
  • Ability to work on large deals and a team player
  • Ability to travel based on requirement

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