Client Service Associate
Quick Apply Full-time 1 hour ago Full Job Description About us Howard Capital Management, Inc.
is a small business in Roswell, GA.
We are professional, agile and innovative.
Our work environment includes:
Modern office setting Growth opportunities Wellness programs Relaxed atmosphere Company perks Safe work environment Lively atmosphere Position Summary The Client Service Associate (CSA) plays an essential role in delivering a high-quality experience to our Private Wealth Services (PWS) Division clients.
The CSA supports the Operations Coordinator in preparing and processing documentation related to client onboarding and ongoing maintenance for PWS clients.
This position will be client-facing on occasion and requires exceptional communication skills and a strong attention to detail.
This is a salaried position, reporting to the Managing Director of PWS.
Roles and Responsibilities Prepare and process documentation related to client onboarding and maintenance including account applications, transfer documents and other forms as required.
Log all activities in the firm's CRM in a timely and accurate manner.
Perform client and prospect data entry in the firm's CRM.
Ensure data accuracy and integrity and keep records current on existing and prospective clients.
As requested, coordinate client retention processes including anniversaries, Thank You notes, flowers and/or gifts.
Perform back-up duties for Operations Coordinator.
Serve as initial point of contact for incoming phone calls to PWS main line Internal and external event coordination/planning.
Complete other administrative tasks that support the client relationship as assigned by the Managing Director and log all activities in the firm's CRM in a timely and accurate manner.
Given the sensitive nature of interactions with client documentation, a high level of discretion is expected at all times.
Qualifications and Education Requirements A minimum of two years of administrative and/or operational experience in a professional setting.
Experience must include professional interaction by phone and in person with clients.
Finance industry experience preferred.
Expected to gain competence in industry terminology and concepts that support their job description.
Undergraduate degree required.
Proficiency in Microsoft Office Suite products required.
SalesForce and Docusign experience preferred.
Job Type:
Full-time Pay:
$45,000.
00 - $55,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Disability insurance Employee assistance program Flexible schedule Health insurance Life insurance Paid time off Vision insurance Schedule:
Monday to Friday Ability to commute/relocate:
Roswell, GA 30076:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Customer service:
2 years (Required) Work Location:
One location Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
is a small business in Roswell, GA.
We are professional, agile and innovative.
Our work environment includes:
Modern office setting Growth opportunities Wellness programs Relaxed atmosphere Company perks Safe work environment Lively atmosphere Position Summary The Client Service Associate (CSA) plays an essential role in delivering a high-quality experience to our Private Wealth Services (PWS) Division clients.
The CSA supports the Operations Coordinator in preparing and processing documentation related to client onboarding and ongoing maintenance for PWS clients.
This position will be client-facing on occasion and requires exceptional communication skills and a strong attention to detail.
This is a salaried position, reporting to the Managing Director of PWS.
Roles and Responsibilities Prepare and process documentation related to client onboarding and maintenance including account applications, transfer documents and other forms as required.
Log all activities in the firm's CRM in a timely and accurate manner.
Perform client and prospect data entry in the firm's CRM.
Ensure data accuracy and integrity and keep records current on existing and prospective clients.
As requested, coordinate client retention processes including anniversaries, Thank You notes, flowers and/or gifts.
Perform back-up duties for Operations Coordinator.
Serve as initial point of contact for incoming phone calls to PWS main line Internal and external event coordination/planning.
Complete other administrative tasks that support the client relationship as assigned by the Managing Director and log all activities in the firm's CRM in a timely and accurate manner.
Given the sensitive nature of interactions with client documentation, a high level of discretion is expected at all times.
Qualifications and Education Requirements A minimum of two years of administrative and/or operational experience in a professional setting.
Experience must include professional interaction by phone and in person with clients.
Finance industry experience preferred.
Expected to gain competence in industry terminology and concepts that support their job description.
Undergraduate degree required.
Proficiency in Microsoft Office Suite products required.
SalesForce and Docusign experience preferred.
Job Type:
Full-time Pay:
$45,000.
00 - $55,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Disability insurance Employee assistance program Flexible schedule Health insurance Life insurance Paid time off Vision insurance Schedule:
Monday to Friday Ability to commute/relocate:
Roswell, GA 30076:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Customer service:
2 years (Required) Work Location:
One location Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
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