Client Service Associate
Do you possess a passion to help Team members and Clients? If you are reliable and always follow through on commitments, this might be the position for you!
Some General Responsibilities include:
- Provide an outstanding client experience
- Collaborate with Team members to execute a plan
- Process general service requests such as address changes or beneficiary updates
- Deposit/Withdrawal requests; establish move money instructions to and from client accounts
- Process required minimum distributions for clients
Personal Skills:
- Honesty, Integrity and Accountability
- Dedicated and loyal
- High work ethic
- Flexible and accommodating
- High level of interpersonal skills