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client service associate

  • Management of client account and day to day operations  
  • Maintain internal timetables for all clients in terms of dividends and statements 
  • Provide clients with information regarding share transfers, sales and purchases via telephone inquiry
  • Share weekly, monthly trackers to clients. 
7

client service associate

  • Acted as the primary contact with clients to assess business needs and coordinated with internal departments to ensure their needs were facilitated according to specifications.
  • Managed 20 client’s portfolios ensuring high customer satisfaction and profitability. 
  •  Reviewed financial periodicals, stock and bond reports, business publications, or other material to identify potential investments for clients.
  • Built and maintained very strong business relationships to ensure retention.
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client service associate

  • Receive cash and check deposits to client accounts, and payments for credit cards and other bills for institutions affiliated to the bank.
  • Process check encashments, auto debit transactions, and withdrawals from client accounts.
  • Detect counterfeit money and other currencies that are ineligible for circulation.
  • Cash balancing at the start and end of day, to be compared against transaction summary.
9

client service associate

  • Acting like a bridge between operations team and clients.
  • Upgrade the quality level of reports and operational standard
  • prepared all documents to transfer assets to account beneficiaries quickly and efficiently when necessary
  • retained high percentage of legacy clients
10

client service associate

  • executed client requests and inquiries quickly and efficiently
  • excellent phone etiquette and customer service
  • worked well with back office as well as outside venders to properly handle client inquiries or transfer requests
  • implemented various office operations as needed to ensure efficient work flow