Randstad Client Associate in Waterloo, Illinois

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.