CLIENT SERVICE ASSOCIATE SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Updated: Nov 24, 2024 - The Client Service Associate boasts a demonstrated record of successfully taking on increased responsibilities and achieving goals, showcasing an ambition to grow and advance beyond the current role. Proficiency in computer systems, including GSuite, Slack, and Salesforce, combines with excellent communication and interpersonal skills to ensure effective client interactions. With a solid foundation in building long-term relationships and a property and casualty broker-agent insurance license, this role excels in servicing client needs and enhancing business opportunities.

Essential Hard and Soft Skills for a Standout Client Service Associate Resume
  • CRM Software
  • Financial Reporting
  • Data Analysis
  • Account Management
  • Office Suite
  • Medical Records
  • Salesforce Skills
  • Insurance Principles
  • GSuite Tools
  • Technical Troubleshooting
  • Effective Communication
  • Interpersonal Skills
  • Problem Solving
  • Detailed Attention
  • Empathetic Engagement
  • Quick Adaptability
  • Conflict Resolution
  • Time Management
  • Client Focus
  • Team Collaboration

Summary of Client Service Associate Knowledge and Qualifications on Resume

1. BA in Business Administration with 2 years of Experience

  • Demonstrated record of successfully taking on increased responsibility (goal achievement)
  • Ambition to grow and advance beyond current position
  • Strong computer skills required (electronic medical record)
  • Excellent communication and interpersonal skills
  • Excellent attention to detail
  • Solid previous experience in building long-term relationships on the buy-side, with the view to both maintaining existing relationships and developing new business
  • Applying and improving insurance knowledge to service client needs.
  • A property and casualty broker-agent insurance license with experience at a brokerage
  • Demonstrated efficiency with computer systems and software, including but not limited to GSuite, Slack, Salesforce

2. BA in Marketing with 3 years of Experience

  • Experience in working in a client-facing, fast-paced environment and a commitment to delivering an incredible client service
  • Experience in working as part of a team
  • KPI driven mindset used to working to and achieving targets
  • Ability to work independently and take initiative to respond to changing situations and priorities with a high sense of ownership, urgency and drive.
  • Client facing experience, proven ability to ensure provision of a high quality support service
  • High level of attention to detail applied to all tasks,  excellent organization and time management skills
  • Excellent communication skills and interpersonal skills to build relationships with investors, managers and partners
  • Positive energy and a proactive attitude that will rise to the challenge of taking a key support role within the Client Service team

3. BA in Finance with 1 year of Experience

  • Experience in Financial Services firms within Operations.
  • Business English proficiency.
  • Experience in Operations at Foreign Securities firms.
  • Team management & project management experience.
  • Certified Securities Broker Representative is desired.
  • Understanding of area functions and business culture.
  • Ability to work productively under a dynamic environment.
  • Experience in working with UK Wholesale clients
  • Excellent project management and rapport building skills

4. BA in Economics with 2 years of Experience

  • Personable, warm, engaging, empathetic, poised, and diplomatic.
  • Excellent written and verbal communication skills.
  • Problem-solving, solutions-oriented approach - ability to take logical next steps.
  • Must be organized, meticulous, detail-oriented and able to multitask.
  • Team player, able to interact well with clients and all levels of the firm.
  • Desire/ability to work successfully in a small company environment with the ability to work independently.
  • Professional in appearance, etiquette, and communications.
  • Organizational expertise to manage workflow and provide administrative support

5. BA in Communications with 3 years of Experience

  • Ability to join a class of new hires
  • Fluent command of English is a prerequisite. 
  • Additional ASEAN / Regional languages are highly desirable.
  • Strong presentation and communication skills. 
  • Have good telephone manners and be comfortable presenting to large groups both in person and remotely.
  • Familiarity with or strong interest in learning about financial markets.
  • Good PC skills including the Microsoft Office product range.
  • Well versed in Excel
  • Ability to effectively multi-task and work independently.
  • Willingness to learn and take on a wide variety of tasks.

6. BA in Public Relations with 1 year of Experience

  • Ability to work with detailed, complex and sensitive materials
  • Technically savvy independent initiator with desire to learn and become proficient with all office systems
  • Innate skill set to effectively establish rapport, present information and respond to questions from managers, co-workers and clients
  • Keen responsibility to organize and manage ever-changing client needs
  • Strong attention to detail
  • Proficient computer skills, in particular, advanced proficiency in Microsoft Office Word, Excel, PowerPoint and Outlook
  • Ability to multi-task and maintain organization in a fast-paced, changing environment
  • Flexibility in juggling deadlines and changing priorities
  • Ability to work well with all levels of staff

7. BA in Management with 4 years of Experience

  • Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH)
  • Relevant work experience in Wealth Management
  • Knowledge of the financial services industry 
  • Experience in client service, investment, or operations experience
  • Ability to meet deadlines while juggling multiple projects in a fast-paced environment
  • Excellent interpersonal and organizational skills
  • Ability to work independently
  • Professional, consistent, reliable and responsible
  • Excellent verbal and written communication skills
  • Experience in Financial Services industry

8. BA in Psychology with 2 years of Experience

  • Strong verbal and written communication skills
  • Ability to adhere to rules, regulations, and processes as stated and required
  • Proficiency with MS Office Suite (MS Word, Excel, PowerPoint, etc.)
  • Proven experience within a similar role preferred.
  • Experience within wealth management or financial planning
  • Works well in a team environment
  • Familiar with paperwork and processes of TD Ameritrade or Charles Schwab
  • Proficiency in Microsoft Excel and Word
  • Experienced working in a Registered Investment Advisory firm or operations for a Securities Broker Dealer
  • Excellent written and verbal communication skills in English and French

9. BA in Human Resources with 3 years of Experience

  • Pursuing or have completed a 2-year college degree
  • Desire to learn and grow
  • High follow-through problem solver (a person that likes to complete tasks)
  • Good with people and positive attitude
  • Detail & results orientated and rganized and good at time management
  • Able to manage multiple tasks and prioritizes effectively
  • Able to work independently with minimal supervision
  • Process oriented and can work with a team
  • Work within the guiding principles and core values of the practice, including transparency, integrity, commitment, competence, love & loyalty
  • Has the ability to proactively engage with clients and create trusted relationships quickly
  • Passionate about servicing client relationships in a timely and effective manner

10. BA in Advertising with 2 years of Experience

  • High attention to detail
  • Strong literacy and numeracy ability
  • Good knowledge of Microsoft Office Suite
  • A fundamental knowledge of financial advice process, markets and industry
  • Personal Attributes/Interpersonal skills
  • Excellent communication skills both verbal and written
  • Display a high level of resilience and strong ability to prioritise tasks
  • Goal-oriented with demonstrated drive and initiative
  • Finance, Business or Economics degree preferable but not essential.
  • Recognised industry studies preferred but not essential

11. BA in Sociology with 2 years of Experience

  • Excellent communicator with solid interpersonal skills, detail oriented (nothing gets past you)
  • Excellent organizational skills with ability to prioritize responsibilities, identify problems and seek solutions with a high level of accuracy
  • Proactive, able to work independently to ensure all tasks are completed in a timely and orderly manner
  • Strong knowledge of Microsoft Office (Word, PowerPoint, Excel, Outlook)
  • Series 7 and 66 licenses preferred or willing to work towards
  • Excellent verbal, written and interpersonal communication skills. 
  • Ability to work overtime to meet the needs of the business organization
  • Strong business judgment and be a team player mentality
  • Highly effective communication skills, both written and verbal
  • Superior attention to detail and the ability to independently see deliverables through to completion

12. BA in Information Technology with 3 years of Experience

  • Prior customer service required
  • Retirement or financial service experience preferred but not necessary
  • Strong client focus and client service skills are mandatory
  • Exercise effective business decision skills and creative problem solving
  • Effectively balance multiple priorities and meet deadlines
  • Strong listening, verbal and written communication skills
  • Proficient in computer navigation and software applications, especially Microsoft Word and Excel
  • Proactively seek out continuous growth in industry and systems knowledge and skills
  • Work well in a fast-pace team environment
  • Work in a contact center environment using a computer, mouse, keyboard, call headset and working on computer monitors for extended periods of time

13. BA in Healthcare Administration with 1 year of Experience

  • Level is dependent on years of experience and size/complexity of prior positions held.
  • Experience in charitable foundations, institutional services, investment services, trust services, or equivalent work experience. 
  • Must have ability to read and understand standard trust provisions. 
  • Understanding of general accounting principles
  • Prior customer service experience also
  • Experience in charitable foundations, institutional services, investment services, trust services, or equivalent work experience. 
  • Requires working knowledge of laws and regulations pertaining to charitable trusts. 
  • Must have the ability to read and understand trust provisions. 
  • Requires understanding of general accounting principles.
  • Demonstrated proficiency and expertise with personal computers and Microsoft applications (Outlook, Word, Excel, Access, and PowerPoint) or similar software. 
  • Knowledge of or ability to use Bank software and systems including Star PC, Metavante, Advantage, Dashboard, ES4, Foundant or other equivalent applications.

14. BA in Customer Service Management with 2 years of Experience

  • Experience in customer service, operations, treasury, sales or portfolio management, preferably with work experience primarily in banking or the financial service industry
  • College degree preferred
  • A strong aptitude for strategic thinking and tactical execution
  • Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
  • Excellent verbal and written communications skills
  • Able to effectively communicate clearly and concisely
  • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
  • Ability to use data to create metrics and reporting
  • Strong understanding of Microsoft Office applications such as Excel and Word
  • Strong ability to effectively solve problems through initiative, resourcefulness, creativity, self-motivation, and a sense of urgency
  • Must be a good listener, who is able to express complex ideas in concise and simple terms.

15. BA in Organizational Behavior with 3 years of Experience

  • Prior experience in Global Custody or Prime Brokerage is helpful
  • Knowledge of financial markets, trade lifecycle, and settlement practices is desirable
  • Excellent verbal and written communication skills, and adept at communicating with business partners and stakeholders.
  • Operate in a dynamic environment with tight deadlines, and exhibit time management skills.
  • Collaborative, inclusive, communicative and transparent. 
  • A strategic thinker with a strong attention to detail.
  • Investigative and problem solving skills including taking the initiative to drive change and enhance controls.
  • Ability to manage through a changing business landscape, anticipating issues and driving initiatives to ensure results.
  • MS office skills (Excel, PowerPoint, Word)
  • Should have proven customer relationship skills.
  • Must be able to work evenings, weekends and holidays

16. BA in Sociology with 3 years of Experience

  • Execute effective outbound calling program to retain and grow deposit base
  • Open and close the Banking Office under Branch Designee guidelines. 
  • Exhibit professional demeanor at all times and ability to handle multiple tasks at once
  • Strong organizational skills and professional attire 
  • Flexible about the weekly work schedule to meet the demands of the Bank (includes Saturdays)
  • Knowledge of stock option, restricted stock/unit, and performance share plans, and ESPPs
  • Understand the SOARS/ESPP applications
  • Excellent oral and written communication skills
  • Ability to work effectively with all internal groups, clients, and outside brokers
  • Should be able to work independently, think critically and be proactive. 
  • Requires well developed analytical, problem solving and organizational skills. 
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