Client Services Associate

Job Summary: Work with a group of independent financial advisors to assist with administrative and clerical tasks while providing exceptional customer service.

Responsibilities:

• Customer service attitude
• Answering and responding to phone calls and emails
• Greeting and welcoming clients
• Client Meeting preparation
• Ensure conference rooms are tidy and presentable.
• Review incoming mail/prepare outgoing mail
• Order supplies
• Assist advisors with mailings and research
• Additional support to administrative staff creating client files
• Filing
• Assist advisors with account opening and paperwork processing
• Other duties as assigned

Qualifications:

• Pleasant personality
• Ability to adapt and learn to industry requirements.
• Self-starter
• Professional appearance
• Ability to organize, multi-task and prioritize.
• Solid communication skills
• Proven working experience in an administrative/receptionist capacity.
• Resourceful
• Ability to analyze and problem solve.
• Ability to be resourceful and proactive when issues arise.
• Strong customer service skills
• Detail oriented

To Be Considered:

• Enjoy interacting with a variety of people.
• 2 years previous experience in the financial services industry/customer service a plus
• Minimum 2 years of administrative/reception experience

Work Location: In person

Pay: From $17.00 per hour

Work Location: In person