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This question is about service associate.
How do I become a registered client service associate?
To become a registered client service associate, you will need at least an associate's degree in business. Typically companies will also look for some background or work experience in a bank or similar financial institution.
A registered client service associate works for a bank or similar financial institution to acquire and retain new customers. Typical job responsibilities for the registered client service associate revolve around interacting with clients to ensure their satisfaction with their financial institution experience.
This role includes setting up the customer's accounts and sharing progress with an associate or financial advisor, who will follow up with the customer as they manage the financial profile.
The registered client service associate plays a crucial role in client service for these accounts, letting those with more robust wealth management backgrounds handle the investment aspect. In some positions, registered client service associates may also provide sales support, assist in social media marketing efforts, and educate clients on new account services.
Due to the nature of the duties of a registered client service associate, they typically need fundamental investment and financial management knowledge. In addition, they should also possess vital customer service, communication skills, and knowledge of relevant computer software.
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