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client service associate

  • Receive and count cash at the beginning and at the closing of shifts
  • Identify customers, validate and encash cheques
  • Receive cash and cheques for slip deposit
  • Process cash and cheque withdrawals
  • Perform specialized tasks like preparing managers cheques, personal money orders and exchanging foreign currency
  • Verify and receive loan and Bills payment as well as mortgage payments
  • Record all transactions correctly and in compliance with bank guidelines
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client service associate (facebook advertising)

  • Confer with customers by telephone/chat/email to provide information about products or obtain details of complaints.
  • check deposits
  • Stock Certificate Receipt Deposits
  • ACH transfers
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client service associate

  • Prepare documents needed to implement plans based on analysis of clients’ financial status selected by clients.
  • Offer follow-up services such as claims or change of personal records.
  • Assisted in preparing and executing client seminars
  • Excellent phone and customer service skills
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senior client service associate

  • Worked with Financial Advisors to provide clients with portfolio and performance reviews,  Performed day to day operations and administration for investment accounts, manage calendar and scheduling, coordinate client events and branch events.
  • Assisted Financial advisors in providing excellence wealth management services to clients. 
  • Plan and Coordinate client events and seminars, such as client year end appreciation and stock market educational events .
  • Balance cash and check transactions at the closing of each shift
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client service associate

  • Record transactions accurately, and keep clients informed about transactions.Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.