Client Services Associate Job Description

Client Services Associate Job Description

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Client services associate provides support and training to direct reports pertaining to P&L, Ultipro, Office 365, scheduling and any other fundamental areas.

Client Services Associate Duties & Responsibilities

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

Sample responsibilities for this position include:

Performs clerical and assistant functions related to opening client accounts and ongoing account codings based upon account features chosen by the client
Manage the day to day relationships of current clients as directed by the V.P
Order Management / Support
Respond to client requests for new project initiatives
Handle inbound calls from clients in regards to screening and/or technical questions
Review training materials and become increasingly more familiar with our products/services and tools associated with the role (ex
Diagnose, document, respond to and resolve a variety of inquiries, requests and issues related to accessing, interpreting, understanding, and utilizing consumer credit reports, criminal reports and other information such as scoring models that are utilized when screening applicants for housing or employment
Acting as primary contact for clients with respect to product company performance and operational processes
Provide training, guidance and support for our Internet service platform, including guidance related to user management, configuration and site navigation
Regularly communicate and collaborate with teammates and other functional areas to resolve issues and to improve products, service and delivery

Client Services Associate Qualifications

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

Licensing or Certifications for Client Services Associate

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

Education for Client Services Associate

Typically a job would require a certain level of education.

Employers hiring for the client services associate 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 Client Services Associate

Desired skills for client services associate include:

Managing files and records
Office procedures and terminology
Spread sheet applications
Investment products
MS Office
Policies and procedures pertaining to outpatient registration and scheduling
Growing industry
Finance and tax principles
Fundamental accounting
Google Apps and Mac OS X

Desired experience for client services associate includes:

A degree in Advertising, Marketing, Radio/TV/Film or Digital media preferred
Prefer one to three years of formal digital media experience
At least one year experience in clerical or administrative functions
Active problem solver & critical thinker
Understanding of sales and marketing principles
Highly collaborative – drawing on experience of others to fuel renewal business building depth within the existing Austin portfolio

Client Services Associate Examples

1

Client Services Associate Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of client services 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 services associate
  • New Project Setup ? track resource allocation and assist in on-boarding new team members
  • Client Services provides support and guidance to internal and external customers in a dynamic, phone-based, team oriented customer service environment
  • Respond to retail and professional clients' inquiries via inbound calls, email and on-line chat
  • Assist clients with opening and funding accounts
  • Show clients how to use different features of the Trader Workstation
  • Explain margin requirements to clients
  • Investigate trade issues and order executions
  • Knowledge of securities regulations impact on customers
  • Management of client related projects (dedicated service initiatives, custom configurations)
  • Be proficient on all transactions for grade level 4
Qualifications for client services associate
  • Candidates for Senior positions must have a familiarity with web technologies, desktop publishing software, database and network environments, translation memory tools
  • Minimum one year experience in a client service/support or commensurate position
  • RG146 – willingness to study toward and attain qualification
  • Intermediate Proficiency with HTML
  • Intermediate Proficiency in JavaScript and SQL a plus
  • Intermediate proficiency with Microsoft Excel for managing data and performing quantitative analysis
2

Client Services Associate Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of client services 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 services associate
  • Build an account plan for the account scope – with details of the relationships required, the opportunities that have to be chased, and the revenue expected from such opportunities, potential threats and weaknesses that need to be addressed
  • Support pre-sales proposals for new business development outside of account scope
  • Checks INFO/INSINQ inboxes to ensure completion and necessary follow up action
  • Act as our clients’ main point of contact within Conifer
  • Responsible for coordination with Clients outside vendors
  • Provide phone-based, email-based, remote-access based, and occasional face-to-face (walk-in) support with positive manner and good customer-facing skills
  • Be accessible for support requests via phone ACD system, email, and ticketing system for designated shift according to established service levels
  • Quickly and efficiently provide support for known (1st level) application usage and hardware support to end users, with prompt response and resolution within established service levels to such technical and operational problems
  • Provide escalation and routing of the ticket to the appropriate IT group for resolution and follows up with escalated group and/or customer as needed to ensure that customer's issue is resolved completely in a timely fashion
  • Maintain excellent customer service focus, review all communicated requests for accuracy and details and directly communicate with all requestor’s if additional information is required
Qualifications for client services associate
  • Minimum one year experience handling inbound calls in a contact center
  • NCFM/NISM certifications in capital markets, derivatives and currency derivatives
  • High level of MS Excel skills required
  • Familiar with Microsoft Windows suite of products (Excel and Word)
  • Ability to accept change
  • Proficient with 10-key by touch
3

Client Services Associate Job Description

Job Description Example
Our company is looking to fill the role of client services 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 services associate
  • Strong attention to detail, analytical and numeracy skills
  • Willing to engage in on-going professional development
  • Strategic oversight of the reimbursement, access and service program(s) assigned
  • Accountable for the overall performance and success of assigned program(s)
  • Exhibit/Maintain subject matter expertise
  • Aggregate insights and trends
  • Collaborate with Client teams
  • Measure and maintain performance against KPIs to achieve quality and productivity standards as defined
  • Handle escalated calls into the program
  • Work closely with internal departments (business development, HR, client services, IT/IS, etc) on day-to-day program activities, client requests, program and system enhancements
Qualifications for client services associate
  • Minimum 3 years' previous experience in a corporate client service/customer service role
  • Demonstrated proficiency with technology and technical concepts, including but not limited to the Microsoft office suite
  • Series 7 and 63 licenses highly preferred
  • Series 65 or 66 licenses may be required
  • Must possess intermediate working knowledge of Microsoft Office Suite (Word, Excel, Visio, and PowerPoint)
  • Two years college education preferred
4

Client Services Associate Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of client services 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 services associate
  • Performs other duties as assigned, such as special projects
  • Assist clients (via telephone) with real property tax related inquiries
  • Provide strategic leadership, creating and executing initiatives, facilitate project planning and kick-off meetings
  • Develop and execute solid project and communication plans
  • Support corporate development (national and market staff) in achieving their goals through careful execution of their contracted deliverables
  • Serve as a project management lead on corporate partnerships
  • Track sponsor activation efforts and prepare reports outlining sponsor benefits delivered and sponsorship results
  • Prepare summary reports for clients
  • Work with Corporate Alliances sales team and markets to develop sales proposals and materials, as needed
  • Deliver high quality customer service to all constituents
Qualifications for client services associate
  • PHR or SPHR certification preferred, Health Insurance License preferred
  • Driver’s license and dependable vehicle with the knowledge to properly use the vehicle
  • 2-3 years in related experience in payroll, employee benefits, HR operations and/or training
  • The employee is constantly required to talk, hear, and operate a computer and mouse
  • Very strong knowledge of the investment industry, and the client service component of that
  • Telecom sales / account management experience is a must
5

Client Services Associate Job Description

Job Description Example
Our growing company is hiring for a client services associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client services associate
  • Serve as the primary point of contact for client contacts
  • Supporting the sales team to win new client relationships by attending sales meetings, participating in sales calls and preparing RFP responses and cost estimates
  • Own the preparation of Client material prospecting packs, portfolio review books and ad-hoc presentations
  • Own the client reporting timetable
  • Support and develop our statistical data to support MIS reporting
  • Fully cooperate with our business functions across the firm Operations, Compliance, Legal, Trading, PM etc and our outsourced functions
  • Support client service managers and the institutional sales & marketing leadership through involvement with a selected group of client relationships
  • Assist with the set-up of new client accounts, including the client suitability checks and with the collection of anti-money laundering documentation
  • Assist with the completion of performance commentaries
  • Assist team members as needed in successful completion of Alternatives Client Services process improvement initiatives
Qualifications for client services associate
  • At least 3 years’ experience in management in a billing and accounts receivable required
  • Knowledge and ability to understand global/national health care issues
  • Experience in the art of negotiating
  • Knowledge of community-related issues, understand competitive strategies and anticipate client/network needs
  • Experience working with multiple clients, complex client relationships and/or high volume
  • Working with clients directly on all pre-production preparation activates

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