Client Service Associate

    • Pasadena, CA

Kforce has a client that is seeking a Client Service Associate in Pasadena, California (CA). Responsibilities:

  • Provide administrative support to financial advisors; This will include, but is not limited to, answering phones, transferring calls, taking messages, scheduling meetings, preparing conference rooms for meetings, opening up new accounts, distributing office mail, compile reports, etc.
  • Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries
  • Researches client and security information through the back office system
  • Processes and follows up on client documentation for proper maintenance of accounts
  • Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients
  • Creates and maintains records and files
  • Ensures required client paperwork is current with firm and industry requirements, rules and regulations
  • Maintains databases and creates reports using portfolio software programs
  • Assists Financial Advisors with marketing efforts including seminars, etc.
  • Performs other duties and responsibilities as assigned

  • 2-3 years of recent administrative / customer service experience
  • Experience working in the financial services or banking industry is highly preferred
  • Basic / Intermediate skills with Microsoft Office (does not require training on how to use Outlook / Word / Basic Excel)
  • Ability to type at least 40 WPM
  • Very professional
  • Exceptional customer service skills
  • Clear and professional written and verbal communication skills
  • Ability to use proper grammar and spelling at all times, double checks their emails before sending
  • Highly organized
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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