", "identifier": { "@type": "PropertyValue", "name": "Randstad", "value": "3164" }, "datePosted" : "2019-01-10", "employmentType" : "FULL_TIME", "hiringOrganization" : { "@type" : "Organization", "name" : "Randstad" }, "jobLocation" : { "@type" : "Place", "address" : { "@type" : "PostalAddress", "addressLocality" : "Waterloo", "addressRegion" : "IL", "postalCode" : "62298", "addressCountry": "US" } } } }
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Client Associate

Client Associate
job details:
+ location:Waterloo, IL
+ salary:$18 per hour
+ date posted:Tuesday, January 8, 2019
+ experience:1 Years
+ job type:Contract
+ industry:Retail Trade
+ reference:449329
+ questions:215/861-0900.
job description
Client Associate
job summary:
CLIENT ASSOCIATE
- Assists Private Bankers, Investment Managers, Trust Officers, Financial Consultants and/or Private Client Advisers with account administration, supporting multiple people and balancing multiple priorities
- Provides proactive client service and addresses client inquiries. Assists in administration of accounts by interacting with clients to help resolve issues.
- Uses basic product knowledge to participate in cross-sale activities. Executes daily transactions and controls records/files within policy guidelines. Works with Centers/Offices/Stores to execute daily transactions for officers/bankers in sales, systems and credit support
- Researches and resolves routine operational issues related to simple to moderately complex accounts. May prepare preliminary client correspondence. May assist in the preparation of client presentation materials to support sales/marketing efforts
- Incumbent may support up to 4 bankers
- 1+ years administrative or sales support experience
location: Waterloo, Illinois
job type: Contract
work hours: 8 to 5
education: Associate's degree
experience: 1 Years
responsibilities:
Job Duties:
- Assists Private Bankers, Investment Managers, Trust Officers, Financial Consultants and/or Private Client Advisers with account administration, supporting multiple people and balancing multiple priorities
- Provides proactive client service and addresses client inquiries. Assists in administration of accounts by interacting with clients to help resolve issues.
- Uses basic product knowledge to participate in cross-sale activities. Executes daily transactions and controls records/files within policy guidelines. Works with Centers/Offices/Stores to execute daily transactions for officers/bankers in sales, systems and credit support
- Researches and resolves routine operational issues related to simple to moderately complex accounts. May prepare preliminary client correspondence. May assist in the preparation of client presentation materials to support sales/marketing efforts
- Incumbent may support up to 4 bankers
- 1+ years administrative or sales support experience
qualifications:
Qualifications:
- 1+ years' administrative or client support experience
- Proficiency with MS Word, Excel and Outlook
- Strong attention to detail
- Must follow directions
- Be able to multi-task
- Strong customer interaction
skills: Banking Operations
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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