$14 - 19.5 hourly
Number of Applicants
:000+
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Stable client within the finance industry is looking to staff a tech savvy Client Service Associate who can assist with supporting marketing and business development goals. This role consists of providing excellent customer engagement by communicating pricing, quotes and order status to client, vendors and potential clients, entering data into the company’s ERP system, processing purchase orders, and monitoring inventory. The ideal Client Service Associate will also develop business plans to assist in goal setting, present product knowledge to prospective clients, negotiate agreements, and resolve all client inquiries.
How you will make an impact
· Provide financial planning assistance
· Assist with administrative support
· Review and research financial data
· Provide client/vendor support
· Generate email correspondence
· Document Management
· Resolve transaction discrepancies
The ideal Client Service Associate will have a Bachelors degree in Accounting/Finance/Business Administration.
Other requirements for the Client Service Associate role include and are not limited to:
· 1+ years customer support/account management experience
· MUST be proficient in MS Excel
· Investment/Wealth Management industry experience strongly preferred
· Excellent multi-tasking abilities
For more information on this Client Service Associate role and other full time accounting and finance opportunities, please contact us at 302.985.5183 and reference JO#00800-0012937076.
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