Top 8 Client services associate Jobs in Mishawaka, In

Client Service Representative
SYM Financial Advisors —Mishawaka, IN
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Office
- Disability insurance
- Dental insurance
Quick Apply
12d
Sales & Customer Service Associate
Massage Envy —Mishawaka, IN
- $13 - $14 an hour
- Choose your own hours
- High school diploma or GED
- Clinic
- Math
- Wellness program
- Disability insurance
Quick Apply
Inside Sales / Customer Service
AMERICAN TECHNOLOGY COMPONENTS INC —Elkhart, IN
- $19 - $21 an hour
- Microsoft Outlook
- Computer literacy
- ERP systems
Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect
Crowe —South Bend, IN
- $142,900 - $301,300 a year
- Full-time
- 7 years
- Computer Science
- Mentoring
Quick Apply
4d

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In this role, you will be the friendly face and voice of our company, providing exceptional customer support and driving sales through engaging interactions.
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Inside Sales / Customer Service
AMERICAN TECHNOLOGY COMPONENTS INC —Elkhart, IN
Fields customer questions and complaints; when the issue is beyond the representative’s knowledge, forwards to the assigned specialist or other appropriate…
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Client Service Representative

SYM Financial Advisors -
Mishawaka, IN

Quick Apply

Job Details

Full-time
12 days ago

Benefits

Disability insurance
Dental insurance
Paid time off
Parental leave
401(k) 6% Match
Vision insurance
401(k) matching
Volunteer time off
Pet insurance

Qualifications

Customer communication
Typing
Associate's degree

Full Job Description

Are you passionate about making a difference in people’s lives while thriving in a team-centric environment?

Who is SYM?

SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a responsive, motivated, and detail-oriented team player to join our firm. In the role of Client Service Representative, you are at the forefront of the client experience, working with advisory teams to deliver exceptional service by supporting clients' day-to-day needs.

To help you reach your full potential, SYM encourages the professional growth and personal development of all employees by offering pathways to advancement. Our training model consists of a mixture of delivery methods including a Learning Management System consisting of self-guided module training through videos, written, and in-person instruction. We recognize there is more in life than work, so we also support family commitments and encourage community involvement.

What does this role entail?

This role supports our team of Financial Advisors who guide our clients in achieving their financial goals through holistic wealth planning. In this role, you will be paired with a team of 1-2 advisors and a Financial Planner to support their assigned client book. Primary responsibilities include but are not limited to:

Coordinating communication with clients, advisors, and custodians to open new accounts, conduct transfers, and perform money movements
Scheduling client meetings using email, Microsoft Bookings, Microsoft Teams and Outlook Calendar
Organizing action items with internal team members and the client following client meetings
Preparing for client meetings by organizing meeting material in Word and running necessary reports in our portfolio management software
Proactively supporting advisors by anticipating client needs and enabling advisors to maximize their time
Accurately and efficiently handling requests from advisors and clients within 24 hours
Displaying professional communication skills with written and verbal responses to clients, advisors, and team other members
Collaborating with our custodians and internal team members to follow up on and executing operational items in a timely manner
Monitoring and mitigating daily time-sensitive requests such as money movements, trade requests, and custodian alerts
Understanding CRM workflows and reporting; utilizing CRM to document client information, notes, and action items

What are we looking for?

Must Haves:

You have earned at minimum an associate degree from an accredited college or university
You have robust PC knowledge, typing skills, and proficiency in Microsoft Office Suite
You exhibit excellent written and verbal communication with a professional demeanor
You can demonstrate strong problem-solving skills and the ability to synthesize a recommendation or solution based on disparate and sometimes incomplete information
You are highly motivated, adaptive, and able to manage multiple priorities in a fast-paced environment
You are able to work with teammates and clients while presenting a resilient, positive attitude

Preferred:

You have 2+ years of experience in the financial services industry
You have experience working with a Client Relationship Management (CRM) software
You have prior experience with Schwab, Fidelity, and Docusign
You have the desire/ability to work successfully in a small company environment

What’s in it for you?

Competitive pay based on experience plus incentive compensation
Health Care, Vision, Dental/Orthodontic, Life, and LTD Insurance
401(k); 6% Match
Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off
Option for Pet Insurance / Fitness Match / Apparel Allowance
Tuition / Certification Assistance Program

PI285864622

Quick Apply

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client services associate jobs in mishawaka, in

Client Service Representative

Sales & Customer Service Associate

Inside Sales / Customer Service

Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect

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