Sorry, this listing is no longer accepting applications. Don’t worry, we have more awesome opportunities and internships for you.

Client Associate

SoCal Propane

Client Associate

Hemet, CA
Full Time
Paid
  • Responsibilities

    Job Description

    THE CLIENT ASSOCIATE POSITION WORKS WITH ALPHA WEALTH MANAGEMENT. JOB SUMMARY The Client Associate serves as a primary point of contact for clients, providing them with a high level of client support directly and virtually. The Client Associate also provides specialized clerical and administrative support services to company executives and/or partners, while managing sensitive and/or confidential information.  EDUCATION AND EXPERIENCE

    • College coursework/ degree in accounting, finance, or business-related field preferred
    • Bachelor's degree preferred 
    • Two years of prior administrative office experience (or equivalent experience) 
    • Proficient in Microsoft Office (specifically Excel and Word), and Adobe Acrobat
    • Series 65 license highly desirable

     

     KNOWLEDGE

    • Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment and meeting quality standards for services.
    • Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, transcription, designing forms, and other office procedures and terminology.
    • Knowledge of computer software, including applications and programming.

     SKILLS

    • Ability to apply discretion and trust with confidential company information.
    • Actively looks for ways to assist others.
    • Possesses strong analytical skills with attention to detail and accuracy.
    • Gives full attention to what others are saying, takes time to understand the points being made, asks questions as appropriate, and responds with respect and professionalism.
    • Is aware of others' reactions, able to understand their reactions, and responds adequately.
    • Ability to work independently and honor work commitments. 
    • Takes direction and follows through with assignments.
    • Able to monitor/assess one’s own performance to make improvements or take corrective action.
    • Able to receive and convey verbal and written information effectively as appropriate for various audiences.
    • Can determine the causes of operating errors and can find the necessary solutions.
    • Uses logic and reasoning to identify the causes, approaches, conclusions, and solutions to problems.

     PRIMARY JOB DUTIES

    • Attend to clients by phone, email, online chat, or in person, providing information, guidance, and technical support with their accounts.
    • Coordinate with customers and third-party fiduciary to ensure all accounts are in good order.
    • Provide all interactions with clients in a professional and courteous manner.
    • Use applicable software and web-based programs to conduct daily business.
    • Keep records of client interaction and transactions, recording details of inquiries and assistance provided.
    • Creates and maintain confidential reports, records, and files.
    • Performs various secretarial, clerical, and administrative duties, with special attention to the fact that the information, decisions, and communication involved may be sensitive or confidential. 
    • May assist with scheduling meetings and appointments.
    • May assist with legal documents and confidential reports; acquiring official signatures as required.
    • May assist with Microsoft Excel calculations and formulas.