Client Service Associate Jobs

Client Service Associate

Robert Half

Location:
United States, Honolulu

Category:
Customer Service

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

We are offering a long-term contract employment opportunity for a Client Service Associate in Honolulu, Hawaii. As a Client Service Associate, your role will cover a wide range of administrative and customer service tasks in the industry. You will be instrumental in maintaining client accounts, handling client related requests, and managing clerical functions.

Job Responsibility:

Efficiently process client-related requests such as check requests, wiring funds, changes in address, dividend information, etc.
Conduct clerical functions related to the initiation of client accounts and ongoing account coding based on the client's chosen account features
Assist in maintaining comprehensive client account and trade-related records for the FA(s) and certain required files for the branch office
Upon client request, provide quotes and other account-related information
non-registered Client Service Associates may not volunteer quote or other stock information to clients
Provide reports and other information to FA(s), as per their request
Recognize and escalate situations that need to be brought to the attention of the FA(s) or the Branch Manager, including suspicious client and/or employee activity or behavior
Execute various administrative duties such as typing, filing, answering phones, mailing documents/letters, etc.
Handle other duties and projects as assigned by the FA and/or Branch Manager
Employ your skills in Microsoft Word, Excel, and Outlook to manage tasks and communicate effectively
Leverage your strong customer service skills to answer inbound calls, assist customers, and manage email correspondence

Requirements:

Proficient in answering inbound calls and providing high-quality customer service
Demonstrated ability to assist customers in a detail oriented and courteous manner
Strong working knowledge of Microsoft Word, Excel, and Outlook
Excellent email correspondence skills, with attention to detail and detail orientation
Familiarity with administrative office procedures and practices
Experience in performing clerical duties effectively and efficiently
Ability to direct phone calls to appropriate departments or individuals
Proven skills in managing and organizing phone messages
Commitment to providing exceptional customer service at all times
Must be able to multitask and prioritize tasks in a fast-paced environment
Strong communication and interpersonal skills, capable of building positive relationships with customers

What we offer:

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:
March 20, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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