Services Associate Job Description

Services Associate Job Description

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Services associate provides investment and protection guidance to clients related to their Wealth and Protection needs, including Voluntary Benefit insurance, savings and retirement income.

Services Associate Duties & Responsibilities

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

Sample responsibilities for this position include:

DDQ information
Interfaing with middle and back office as needed
Maintaining merchandise displays and store appearance
Coordinate, process and track all fund transactions, including new and additional subscriptions, redemptions and distributions, for institutional and high net worth fund investors by collaborating with internal Fund Accounting, Client Service, Portfolio Management, Business Management, Legal and Compliance teams, external Administrators and Custodians
Act as a central point of contact for all issues and information for private commingled funds
Partner with store Sales Team to service customers’ footwear repair requirements
Consult with customers and provide shoe care advice
Operate shoe and boot stretching machines
Provide cleaning, polishing, and minor repair services to clients in our stores
Act as liaison between the CAO&CFO DLC and Work Streams, identify commonalities and opportunities for collaboration and best practice sharing across Work Streams and contribute to advancing DLC priorities

Services Associate Qualifications

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

Licensing or Certifications for Services Associate

List any licenses or certifications required by the position: CPA, CFA, NCFM, AMFI, CPR, RCRA, DOT, IATA, OE, AMLA

Education for Services Associate

Typically a job would require a certain level of education.

Employers hiring for the services associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Associates, Education, Business, Finance, Technical, Accounting, Management, Graduate, Human Resources, Computer

Skills for Services Associate

Desired skills for services associate include:

Medical terminology
Common safety hazards and precautions to establish a safe work environment
Insurance and government payer regulations and other third party billing requirements
Office billing forms
Obstetrical
Perinatal coding
Proper cash handling procedures
Cash management
Credit
Investment and wealth protection to answer questions and provide information to clients

Desired experience for services associate includes:

Manages and coordinates DLC communications and event planning
Manages the broader DLC agenda in partnership with the DLC co-Chairs, HRBP and communications partner
Preparing data analysis and progress reports on DLC and work stream goals
Research, writing and communications updates
Organize and update databases, including contact database of attendees of all events, and other administrative duties
Support all CAO & CFO work streams to achieve objectives through co-ordination, administration, event planning, preparing presentations

Services Associate Examples

1

Services Associate Job Description

Job Description Example
Our company is growing rapidly and is looking for a services associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for services associate
  • Describing and selling guided tours to visitors
  • Providing extraordinary customer service
  • Actively seeking new challenges and increased responsibility
  • Coordinate, process and track all fund transactions
  • Communicate fund activity and trends to a variety of internal audiences
  • Ensuring that functional work is completed excellently, without error, and according to procedure
  • Ensuring that trade lifecycle events are accurately reflected and processed
  • Organizing and driving to completion anything from simple process enhancements to larger strategic initiatives
  • Communicating with internal departments and external service providers to ensure quality communication and accurate trade processing
  • Provide timely, accurate, and effective communication and customer service to all Deferred Compensation participants
Qualifications for services associate
  • Evolve and enhance Deferred Compensation tool and administration machine to optimize both Finance usability and customer experience
  • Provide accurate and timely analytics and financial reporting for all Deferred Compensation related activity
  • Technology savvy –understand and use technology effectively to communicate and enhance the Digital Sales brand (Microsoft Office Suite, LinkedIn, Twitter
  • 3-5 years of experience in facilities and/or office support, preferably in a professional services firm
  • Intermediate to advanced computer skills in Windows, Word, Excel, PowerPoint and Outlook
  • Ability to multitask and to work effectively in a challenging, fast-paced environment
2

Services Associate Job Description

Job Description Example
Our growing company is looking to fill the role of 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 services associate
  • Prepares and distributes month-end reports as needed
  • Supports recruiting function in hiring process from initial job requisition through on-boarding and supports related training program initiatives
  • Operate switchboard and service incoming calls, by gathering information in order to direct
  • Assist with requests regarding client, guest and international visiting staff
  • Accept delivery of incoming packages
  • Manage boardroom / training room bookings and AV requests
  • Ensure client-facing areas are kept tidy at all times
  • General administrative tasks and special projects as required by specific teams or departments
  • Handle updates with regards to telephone numbers
  • Make the necessary local and international travel arrangements, including flights, visas, hotels and transport as required, and taking into account business needs and the company travel policy and approvals process
Qualifications for services associate
  • Relevant experience gained at a prestigious accounting or consulting firm, investment bank or independent valuation firm, or coursework/training in financial valuation preferred
  • Gathers information from Client/Consultant, industry research and sources to gain comprehensive understanding of the Client Company, industry and the position requirements
  • Assists consultant to develop position specification and a focused search strategy
  • Researches and identifies prospective candidates through targeted company research, industry sources, relevant prior searches and internal sources
  • Places calls to prospective candidates and sources to elicit interest in the opportunity, obtain referrals, and/or collect market feedback
  • Conducts phone interviews to qualify prospective candidates against position requirements and key competencies
3

Services Associate Job Description

Job Description Example
Our company is looking to fill the role of services associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for services associate
  • Prepare fund manager reports per or upon request
  • Help identify platform gaps, optimization opportunities and assist in building the appropriate solution
  • Understand and relate to brands and their social presence
  • Monitor and moderate social channels of clients – Identify/Escalate consumer service concerns, brand response worthy content, sensitive/ inappropriate content
  • Conduct extensive research to build the client’s social audience profile database and identify audience that matter to the brand
  • Formulate responses for user engagement that adhere to the social tone and language of the brand
  • Analyse trends and generate reports of client’s social activities and engagement
  • Monitor and act upon campaign specific or crisis specific messages as per the guidelines listed by the brand
  • Travel for client go-lives and transitions is expected, travel for client training as needed
  • Calculate and process monthly curtailments
Qualifications for services associate
  • May assist consultant in writing candidate assessments for presentation to the Client
  • Maintains progress reports/status reports/market feedback reports for presentation to consultant and Client
  • Builds strong relationships and good rapport with candidates and sources and stays aware of talent in the marketplace
  • Demonstrate initiative and resourcefulness to develop well-planned strategies and achieve goals within tight timelines
  • Comfortable and competent using technology in a business setting
  • Can leverage the consultant in his/her search work and is comfortable and competent with client contact
4

Services Associate Job Description

Job Description Example
Our growing company is looking for a 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 services associate
  • Complete annual renewal searches
  • Responsible for system administration including maintenance, password resets and attestations
  • Keep all stakeholders informed of any issues or potential increased exposure
  • Clear inventory audits timely and accurately in accordance with CRAF 6
  • Process applications including reviewing all documentation and searches, obtaining approvals and ensuring all policy parameters have been met
  • Complete all system setup requirements once approval has been granted and process maintenance requests
  • Analyse all user generated review/feedback content across web/social channels for brands in different business verticals
  • Deep dive into the context and sentiment behind the reviews
  • Ability to identify and segment text/keywords based on relevant categories
  • Ability to adapt to technology and work on social media management tools
Qualifications for services associate
  • Experience with some reporting tool
  • Business travel of approximately 25 or more percent yearly is expected
  • Preferred candidates will speak good English and German
  • Work overtime when required to meet heavy work volumes and business needs
  • Motivation to exceed sales targets
  • Ambitious and goal-oriented
5

Services Associate Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of 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 services associate
  • Understand technology for machine learning and insights
  • Ability to multitask, problem solve and innovative process improvements
  • General knowledge of Microsoft Outlook and Excel
  • Receive ship confirmations and ensure proper upload of deliveries to the business database
  • Process inbound and outbound orders
  • Troubleshoot shipments (customs, address errors)
  • Ensure the product is in compliance with company and client standards through regular auditing, process checks, conflict resolution and database review
  • Quality check final reports and documents for accuracy and completeness
  • May participate in ongoing projects, acting as a contact with other departments and communicating regularly with department management regarding projects or initiatives
  • Identify missing information and areas requiring corrections
Qualifications for services associate
  • Have some retail experience
  • Previous serving experience would be an asset
  • Fluency in French, Chinese, Korean or Japanese would be considered an asset
  • Ability to work in a highly challenging environment by maintaining high standards of accuracy in terms of quality & quantity
  • Ability to analyze customer conversations
  • Good knowledge of online and social media channels

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