1. Employment Profile: What exactly does a Client Service Associate do? |
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 What field is your job in?
Financial industry
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What is your job title?
Client Service Associate
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Please provide a brief description of the firm or organization that you currently work for
(size and general description of what type of organization it is)
UNX provides agency brokerage services for institutional investors, hedge funds and sell-side brokerage firms. We have about 100 employees in several offices across the U.S.
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How long have you been employed in this position?
5 1/2 years.
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How many hours do you work a week on average?
40
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Please provide a BRIEF description of your duties and responsibilities. (job description)
I work with the Sr. VP of sales in the Atlanta office and provide client service to her clients. I work with her on her prospect list and to keep her current clients happy. We take care of any trading assistance they made need or any bill-paying assistance they need. I am the liaison between her and the Burbank home office personnel.
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What was your gross income last year? Please include any bonuses or incentives received.
$117,000
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What is your expected gross income for this year? Please include any bonuses or incentives you expect to receive.
117000
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Please
list any benefits you have (Please include number of weeks vacation,
sick leave and type of health insurance, retirement plan 401k)
3 weeks vacation, health & dental insurance, disability, 401(k), sick leave, exchange holidays
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Do you feel you are under/well/over compensated at your current position?
well paid
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2. Work environment! |
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Does
your job entail you working with others on a daily basis? Is this
something you like/dislike about your job? Explain
I work with one other employee in our small office. I love this small environment because there isn't alot of office politics.
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Do you work collaboratively with supervisors/managers?
Yes
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Do you work collaboratively with your co-workers?
Yes
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Describe
your work location (e.g., office, home, theatre, in the field) and what
you like/dislike about working in it
mostly via telephone and emails with our Burbank office employees
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Please rank in order of importance from 1-8 (1- most important 8- least important) Assign each number once.
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4 Income
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3 Work Environment - co-workers
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2 Work Environment - supervisors
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5 Benefits
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6 Hours
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7 Level of responsibility
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1 The actual "work" you do at your job
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8 Job Title
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3. How should someone new to the workforce get a J-O-B like yours? |
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If someone wanted to go about getting a job similar to yours, what would you recommend for him or her to do?
start off as an assistant in a financial firm and learn from the beginning and then study to get their series 7 license.
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What
skills do you think a person should have if they want to pursue a
position like yours? Please be specific and explain why (e.g., social
skills, organization skills, technical skills)
I have become a valuable employee because of my problem-solving skills and rapport with the clients and prospects. I have developed a network of people who respect my skills and want me in their companies so when they open their new offices, they call me to come to work for them.
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Do you feel that you need a certain level of education or training to be successful in your job?
I think it's the years of experiences and problem solving skills.
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What advice would you give to someone who was about to start work in your position/ line of work?
learn a little about everything and be willing to do anything.
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