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Registered Client Service Associate Jobs in Connecticut

Client Associate/Registered Client Associate
By RBC Wealth Management At Farmington, CT, United States
Bachelor’s degree or job-related experience
Strong soft skills including verbal and written communication, people, organizational, and client service skills
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Opportunities to take on progressively greater accountabilities
Build and maintain professional relationships with clients by assisting them and answering account questions.
Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.

Are you looking for an exciting opportunity to use your customer service skills in a fast-paced environment? We are looking for a Registered Client Service Associate to join our team! As a Registered Client Service Associate, you will be responsible for providing exceptional customer service to our clients, ensuring their satisfaction and providing solutions to their inquiries. If you are a motivated individual with a passion for customer service, this is the perfect job for you!

Overview A Registered Client Service Associate is a professional who provides customer service and administrative support to clients of a financial services firm. They are responsible for managing client accounts, processing transactions, and providing advice and assistance to clients. Detailed Job Description A Registered Client Service Associate is responsible for providing customer service and administrative support to clients of a financial services firm. They are responsible for managing client accounts, processing transactions, and providing advice and assistance to clients. They must be knowledgeable about the products and services offered by the firm and be able to explain them to clients. They must also be able to handle customer inquiries and complaints in a professional manner. In addition, they must be able to process transactions accurately and in a timely manner. Job Skills Required
• Excellent customer service skills
• Knowledge of financial products and services
• Ability to explain complex financial concepts to clients
• Ability to handle customer inquiries and complaints
• Ability to process transactions accurately and in a timely manner
• Knowledge of financial regulations and compliance
• Knowledge of computer systems and software
Job Qualifications
• Bachelor’s degree in finance, accounting, or a related field
• Relevant work experience in a financial services firm
• Professional certification such as the Series 7 or Series 63
• Ability to pass a background check
Job Knowledge
• Knowledge of financial products and services
• Knowledge of financial regulations and compliance
• Knowledge of computer systems and software
Job Experience
• Relevant work experience in a financial services firm
• Experience in customer service
Job Responsibilities
• Manage client accounts
• Process transactions
• Provide advice and assistance to clients
• Handle customer inquiries and complaints
• Explain complex financial concepts to clients
• Ensure compliance with financial regulations
• Maintain accurate records and documents