Client Service Associate
Law Office of David P. Shapiro
San Diego, california
The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.
Job Type: working hour is flexible and Salary: $27-39 /hour
Responsibilities:
• Inbound client calls, schedule appointments, and prepare materials for client meetings
• Maintain CRM/Salesforce with up-to-date with client information
• Assist with various documentation requirements for new business
• Manage account activities that are operational in nature – new...