Client Service Associate

As a Client Service Associate at Hance Financial, you'll be responsible for handling client questions and concerns, managing account paperwork, and ensuring overall client satisfaction. You'll serve as the primary point of contact for clients, ensuring they receive exceptional service while also supporting the operational needs of our advisory team.

To qualify for the Client Service Associate position at Hance Financial, you should ideally have at least 1 year of experience in financial services or client relationship management. Familiarity with financial advisory operations and CRM systems is preferred, alongside strong communication skills and a detail-oriented mindset.

Hance Financial is committed to the growth of our employees. As a Client Service Associate, you'll receive comprehensive training and opportunities for professional development, enabling you to enhance your skills and advance your career in a supportive environment.

The culture at Hance Financial is collaborative and client-focused, emphasizing long-term relationships and high service standards. Our supportive and engaging environment encourages team members to connect with one another, making it a fun place to work while prioritizing client success.

As a Client Service Associate with Hance Financial, you'll enjoy a range of benefits including a competitive salary, 401(k) with employer matching, health benefits, paid time off, and access to on-site amenities like a gym and pickleball court, all aimed at creating a healthy work-life balance.

When responding to a client complaint, it's essential to actively listen to the client's concerns without interrupting. Acknowledge their feelings and assure them that resolving the issue is a priority. Discuss potential solutions collaboratively to ensure that the client feels heard and valued.

In a dynamic environment, I prioritize tasks by assessing their urgency and importance. I use a task management system or list to keep track of high-priority items while also ensuring I remain flexible to address any sudden client needs that may arise.

Absolutely! I once had a client who was anxious about an impending deadline. I took the initiative to not only ensure their documentation was processed promptly but also followed up with them to provide reassurance and answer any lingering questions, ultimately enhancing their experience.

I have experience with CRM systems, particularly Redtail, as well as proficiency in Microsoft Office and financial planning software. I believe these tools are crucial for maintaining organization and efficiency in client relationships.

I focus on maintaining a systematic approach, breaking down tasks into manageable chunks. I double-check critical documents as I go and, if time allows, revisit them for any final reviews to ensure accuracy before submission.

Building rapport in virtual interactions involves active listening and personalization. I make a conscious effort to remember previous conversations and client preferences, addressing them by name and expressing genuine interest in their concerns.

To ensure a smooth onboarding process, I would first gather all necessary information and documentation from the client upfront. Then, I would guide them through each step, keeping communication clear and open while addressing any questions or concerns they have during the process.

A great Client Service Associate is someone who genuinely cares about client satisfaction, is detail-oriented, and possesses strong communication skills. They should be proactive, adaptable, and have the ability to work collaboratively within a team while managing multiple responsibilities effectively.

I stay current with industry trends by following financial news publications, attending industry webinars and seminars, and participating in networking with other professionals. Continuous learning helps me adapt to changes and serve clients better.

I am deeply motivated by the opportunity to make a positive impact on clients' lives. Guiding clients toward achieving their financial goals while building strong relationships is incredibly rewarding to me.