Job Details
Sterling Search Partners is helping a Birmingham client with its search for a Client Services Associate. We are looking for a Client Services team member who is excited at the prospect of contributing to the growth and success of our business. If your goal is to work in the financial services industry and you are looking for career development opportunities, we would like to talk to you.
Initial Key Areas of Responsibilities:
Handle all requests from Clients and business partners pertaining to account administration
Prepare all account paperwork and check pending account maintenance items
Maintain current client information in all existing databases (CRM)
Assist the portfolio management or marketing department as needed
Organize, scan, and maintain all paper/electronic Client Files
Continue to develop technical knowledge and expertise
Continually evaluate day to day activities for process improvement opportunities
Develop Key Objectives and manage all assigned projects/tasks to achieve Key Objectives in a timely manner
Key Qualifications:
A bachelor s degree or equivalent financial services industry experience required
Excellent customer service skills
Must be detail oriented and have great organizational skills
Must be able to work independently and as a team player
Empathy and great active listening skills
The ability to think clearly, communicate succinctly, and write well
A strong team orientation. A willingness to help other team members grow
Problem solver
Intermediate to advanced knowledge of Microsoft office