Financial Service Associate Responsibilities and Duties

Posted in Job Responsibilities

Administer all account transactions and respond to customer inquiries and ensure excellent customer service.

Develop and maintain relationship with customers and assist to generate sales opportunities for financial products of company.

Analyze and resolve all customers’ issues for servicing, product openings and maintenance for same.

Assist departments to open new accounts for existing and new customers and assist in efficient completion of all application forms.

Monitor and ensure fulfillment of all customer banking requests through counseling and assess customer requirement.

Identify and work on cross sales opportunities through servicing contacts.

Maintain knowledge on new investment and insurance products and assist in developing sale strategies for same.

Monitor and assess all investment and insurance requirements policy owners launched by prudential financial companies.

Develop investment and insurance programs and prepare sales presentations for various insurance contracts and financial products and services.

Analyze customer requirements and recommend efficient investment and insurance products according to same.

Administer client portfolio and assess changes in policyholder’s requirement and made required changes to portfolios.

Maintain existing products of clients, secure reinstatement of lapsed insurance policies.

Ensure compliance with all rules, procedures and requirements of companies and states for efficient company and associates operation.

Manage account records, submit all proper channel reports on transaction business for all accounts.

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