Client Associate Job Description

Client Associate Job Description

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Client associate provides high quality investment advice, across the full range of products (registered and non-registered, equities, fixed income, foreign, domestic and more) to ensure full client satisfaction.

Client Associate Duties & Responsibilities

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

Sample responsibilities for this position include:

Negotiate solutions that balance needs of customer and Diversified
Build/Develop and foster proactive, positive relationships with Plan Administrators, Regional Offices and Internal Partners daily
Owns providing cooperative, courteous and responsive service and information to all clients
Recommend and implement effective solutions to problems and issues, and suggest improvements to gain efficiencies
Analyze structure and operation of clients plan and make recommendations for improvements
Ability to work independently or as part of the team to meet pre-set deadlines
Extensive knowledge in outsourcing capabilities and are primary resource for the team
A higher level of responsiveness to internal and external issues and handles escalated and complex situations
Special projects, formulating marketing efforts to clients, and client visits
Coordinate any/all special or unique requests with Account Associate and Account Consultant and Manager

Client Associate Qualifications

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

Licensing or Certifications for Client Associate

List any licenses or certifications required by the position: RFP, ITIL, CFA, VPN, DHCP, DNS, PC, ACAMS, SPHR, PHR

Education for Client Associate

Typically a job would require a certain level of education.

Employers hiring for the client associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business, Technical, Management, Communication, Associates, Finance, Financial Services, Conflict Resolution, Supervision, Education

Skills for Client Associate

Desired skills for client associate include:

Investment and banking products
Policies & procedures
Various quotation equipment
Equities
Fixed income products
Mutual funds
Insurance and annuities
Products and technologies and comply with all rules and regulations of the firm
Policies & procedures desired
Financial products

Desired experience for client associate includes:

Provide solutions and recommendations to Associate and Consultant level
Provide excellent client service, resolve issues and respond to client inquiries/requests regarding accounts, balances
Assist with account opening process following established procedures and policies
Business Support and Account Management.Develops and maintains a firm understanding of customer needs and business requirements
Project Management.Communicates, coordinates and tracks deliverables with client teams and leaders
Operational Focus and Subject Matter Expert.Assists with the operational implementation and execution of solutions by coordinating and working with internal and external stakeholders

Client Associate Examples

1

Client Associate Job Description

Job Description Example
Our growing company is hiring for a client associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client associate
  • Travels to branches or other required locations when needed to cover appointments, seminars, and client event
  • Provides telephone customer service to brokerage and investment clients by providing accurate information regarding their investment
  • Maintains account documents, forms, and reports and submits business to operation
  • Coordinates all aspects of client appreciation and prospecting events in order to increase exposure and earn more business
  • Gathers sales and productivity information for Financial Advisor and produces reports as directed by department management for activities within the investment program and/or advisors
  • Setup of new client accounts on our various reporting systems
  • Establish, cultivate, and maintain relationships through high call volume and professional phone presence
  • Drive attendance for the events
  • As you will manage several events at one time, you will need to be detailed oriented and very organized
  • Acquire/develop key large accounts in the East Region
Qualifications for client associate
  • Must have an Associate’s in Business, Finance, Marketing, or related field or equivalent experience
  • Must have current Texas driver’s license and excellent driving record
  • Must have at least two to three (2–3) years in investment based sales support, client relationship/service, or related experience
  • Must have excellent communication (verbal and written) and telephone etiquette skills
  • Must have strong ability to focus on details, demonstrate accuracy, and maintain a high level of confidentiality
  • Must be proficient in standard Office software such as Word, Excel, Access, and PowerPoint
2

Client Associate Job Description

Job Description Example
Our company is growing rapidly and is hiring for a client associate. 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 client associate
  • Shape your own path as you work with the best brands and professionals in the industry
  • Develop your skills in an innovative and IT environment
  • Work in a flexible, team-oriented culture that’s truly Agile travel and expand your horizons
  • 3-5 years of IT experience working directly with client
  • Financial and advertising industries a plus
  • Proved experience selling solutions or services
  • A technical background is a plus as is prior experience managing development teams
  • A team player, a record of developing strong personal relationships, great personal and presentation skills
  • Autonomous and self-motivated individual that is results-oriented and with good business experience
  • Assisting the Client Energy Manager with delivery of materials and presentations to enterprise level clients
Qualifications for client associate
  • Energy commodity sales, risk management, and/or Demand Side Management (DSM) experience a plus
  • Must be able to work in a fast paced professional environment with heavy phone-based customer interaction
  • Must be able to work in a team and support multiple Advisors in multiple locations
  • Must be able to sit for long periods of time assisting customers on the phone and while executing, updating, and validating computer applications and data
  • Must be able to stoop, kneel, and lift 10-20 lbs
  • Licensed NYS Health/Life Agent
3

Client Associate Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client associate
  • Responsibility for delivering to a contracted scope of services identifying opportunities to cross sell services within the portfolio of clients assigned
  • Understanding the suite of services that ESS deliver
  • Attending market related meetings to strengthen knowledge of the energy market
  • Central point of contact for internal queries related to service delivery for clients
  • Supports the Operations team
  • Respond to all phone calls and emails within one business day
  • Research and explain eligibility inquiries
  • Assist with correcting contact information
  • Assist with account registration and website navigation
  • Research and explain payment history
Qualifications for client associate
  • 1-5 years experience as a Client Associate or related field
  • Prior experience in a financial institution
  • Financial licensing, such as Series 7, Series 63, Series 65 or Series 66 is a plus!!!
  • Experience in working with computer systems/databases preferred
  • Presents self in a professional manner and have the ability to interact with all levels of the organization and outside contacts
  • Minimum of 1+ years professional or relevant internship experience required  Series 7 & 63/65 or 66 registration preferred
4

Client Associate Job Description

Job Description Example
Our innovative and growing company is hiring for a client associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client associate
  • Handle sales administration of client’s benefit plan by initiating follow-up to resolution of all service inquiries involving claims, membership, billing, interpretation of contract provisions, benefits/plan design, and other administrative requests originating from client groups in a timely fashion
  • Assist sales staff to present and successfully close client renewals by carefully analyzing the renewal prior to release to the client and preparing material to support the renewal proposal
  • Working with sales staff, participate in visits with clients and/or their consultants, and keep clients informed of issues that may impact benefits and rates
  • Work with sales staff to ensure client satisfaction, retention and growth by collaborating effectively with other areas of EmblemHealth to proactively prevent and resolve issues as needed
  • Present client Statements of Experience and other year-end reports that highlight the value proposition of the plan
  • Coordinate mailings and actively participate in the organizing and execution of new sales or renewal campaigns such as annual reopeners for the purpose of increasing membership
  • Working with sales staff, assist with the development of strategies to identify opportunities within assigned client groups to upsell additional coverage and lines of business
  • Remain current with EmblemHealth’s benefits and capabilities, industry trends, competitive strategies and governmental regulations
  • Ensure State licensure requirements are met and up to date
  • Work with community, civic and professional organizations to present information on health care issues, promoting a positive corporate image attending client functions after business hours
Qualifications for client associate
  • Assists Private Bankers, Investment Managers, Trust Officers, Financial Consultants and/or Private Client Advisers with account administration, supporting multiple people and balancing multiple priorities
  • Provides proactive client service and addresses client inquiries
  • Uses basic product knowledge to participate in cross-sale activities
  • Researches and resolves routine operational issues related to simple to moderately complex accounts
  • Incumbent may support up to 4 bankers
  • 1+ years administrative or sales support experience
5

Client Associate Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of client associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client associate
  • SME on process improvement issues for Account Management
  • Prepare and compile new client applications
  • Assist in processing wire transfers as needed
  • Provide ongoing maintenance of CRM database, client distribution lists, and other client informational spreadsheets
  • Prepare ad hoc reports required by clients and their consultants to be completed by stated deadline
  • Manage the new account onboarding process for clients, primarily those investing in pooled vehicles
  • Prepare and disseminate communications to clients
  • Review and provide corrections of client invoicing
  • Manage account amendments requested by Client and / or Client Director
  • Prepare and assist with monthly and quarterly client reporting in a timely manner
Qualifications for client associate
  • 1+ years' administrative or client support experience
  • Strong customer interaction
  • Degree in Business Studies, Financial Services or other related qualification
  • Desire to pursue a career in the funds industry
  • Proficient with MS Office Excel and Word
  • Responsible for participation in general administrative duties (copying, filing, faxing, archiving), ad-hoc projects and client events

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