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Client Service Associate in Southfield, MI at VisionPRO

Date Posted: 6/5/2018

Job Snapshot

Job Description

Client Service Associate – Job 72571

Job Duties:

  • Under direct supervision, uses intermediate skills obtained through experience and training, to assist Financial Advisors and provide clients with quality service
  • Follows established procedures to perform routine tasks, and receives general guidance and direction to perform a variety of non-routine tasks, with limited decision-making responsibility
  • Routine contact with internal and external customers is required, to obtain, clarify, or provide facts and information
  • Answers calls and questions from Financial Advisors (FAs) and Sales Assistants (SAs), related to account opening and maintenance
  • Via department workflows, enforces documentation requirements of clients and accounts, to meet industry policies and regulations, including Anti-Money Laundering and Know Your Client
  • Reviews standard issues, analyzes and interprets data, and determines appropriate corrective action
  • Processes various basic department-related reports, and contacts FAs and SAs to resolve account issues
  • Supports and complies with established policies and procedures; may recommend suggestions to improve workflows, policies, and procedures
  • Contributes to department projects, documentation, general analysis, and testing as needed
  • Reviews daily tasks for accuracy and completeness; maintains detailed records/notes, to ensure all client requests are logged and completed in a timely fashion
  • Receives cross-training, and assists with other operational functions, as required
  • Performs other duties and responsibilities, as assigned


  • Willingness to go above and beyond for customers
  • Proactive problem-solving skills
  • Ability to maintain a professional demeanor, at all times
  • Strong written and verbal communication skills
  • Working knowledge of Microsoft Office Suite (Outlook, Word, Excel)


  • Associates Degree, or higher
       ~ OR ~
    High School Degree or equivalent – with at least 2 years of Customer Service experience
  • Experience in a Contact Center environment and College Degree preferred

Key Words:

  • Required – Detail Oriented, Corrective Action, Microsoft Excel, Microsoft Office, Customer Service Oriented
  • Additional – Financial Services, Customer Service, Clarify, Documentation, Excellent Written & Verbal Communication Skills, Maintenance, Microsoft Outlook, Microsoft Word, Problem Solving, Retail Sales, Self-Motivated, Training

VisionPRO relentlessly delivers top talent to help our clients excel. We have been trusted for 20 years to align the right talent to the right opportunity, expertly solving unique business challenges. From small businesses to the Fortune 500, our clients appreciate our consultative approach, resourcefulness, and fast response to their individual needs. Our prospective candidates and existing consultants can count on VisionPRO to passionately help them maximize their career choices, while also supporting their growth opportunities. We serve our customers from around the world, helping them with their most critical hiring decisions and project needs.