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Senior Client Service Associate Jobs in Virginia

Client Service Associate Jobs
By Raymond James At Leesburg, VA, United States
An equivalent combination of experience, education, and/or training as approved by Human Resources.
Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
Performs other duties and responsibilities as assigned.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
High School Diploma or equivalent and one (1) or more year’s securities industry or related work experience preferred.
Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries.
Senior Client Service Officer
By Community Bank Of The Bay At Danville, CA, United States
Minimum three years of experience with New Account opening, customer service, cash management, and portfolio management within a Financial Institution.
Establish strong relationships with internal partners including Relationship Managers, Cash Management and across various functions.
Work directly with Relationship managers to onboard new clients, and support existing clients account requests.
Share your knowledge and become a mentor to help your colleges succeed.
Knowledge of new account products policies and procedures.
Knowledge of banking laws and regulations.

Are you looking for an exciting opportunity to use your customer service skills in a senior role? We are looking for a Senior Client Service Associate to join our team! You will be responsible for providing exceptional customer service to our clients and ensuring their satisfaction. If you have a passion for customer service and a desire to help our clients succeed, this could be the perfect job for you!

Overview The Senior Client Service Associate is responsible for providing excellent customer service to clients and ensuring that their needs are met in a timely and efficient manner. This position requires a high level of professionalism and excellent communication skills. The Senior Client Service Associate must be able to work independently and as part of a team. Detailed Job Description The Senior Client Service Associate is responsible for providing excellent customer service to clients. This includes responding to inquiries, resolving customer complaints, and providing information about products and services. The Senior Client Service Associate must be able to handle multiple tasks simultaneously and prioritize tasks based on urgency. The Senior Client Service Associate must be able to work independently and as part of a team. Job Skills Required
• Excellent customer service skills
• Strong communication skills
• Ability to multi-task
• Ability to prioritize tasks
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
Job Qualifications
• Bachelor’s degree in Business Administration, Marketing, or a related field
• At least 5 years of customer service experience
• Knowledge of customer service principles and practices
• Knowledge of customer relationship management (CRM) software
Job Knowledge
• Knowledge of customer service principles and practices
• Knowledge of customer relationship management (CRM) software
• Knowledge of Microsoft Office Suite
Job Experience
• At least 5 years of customer service experience
• Experience in a customer service role
• Experience in a customer relationship management (CRM) role
Job Responsibilities
• Respond to customer inquiries in a timely and professional manner
• Resolve customer complaints and provide information about products and services
• Maintain customer records and update customer information in the CRM system
• Monitor customer satisfaction and provide feedback to management
• Assist with sales and marketing initiatives
• Assist with the development of customer service policies and procedures