Customer Service Representative

Overview

Nationally known and respected consulting firm looking to hire a new Client Associate who will provide administrative support to Client Custodians. The role involves creating organized and well‑written correspondence to clients, firm members, and custodians; processing and tracking account contributions and distributions; maintaining client records accurately; building trusted relationships with clients and teammates; and performing other administrative tasks as assigned.

55,000.00 per year to )c 65,000.00 per year (up to 65K to start).

• Create organized and well‑written correspondence to clients, firm members, and custodians.
• Process and track account contributions and distributions.
• Maintain client records accurately.
• Build trusted relationships with clients and teammates.
• Perform additional administrative tasks as assigned.

• Strong attention to detail and high level of accuracy.
• Self‑motivated and able to go above and beyond to assist internal and external needs.
• Excellent multi‑tasking ability in a fast‑paced environment.
• Solid proficiency with Microsoft Word and Excel.
• Experience in banking or finance as an administrative aide is a plus.
• College education preferred.

Associate

Full‑time

Administrative and Customer Service

• Medical insurance
• Vision insurance
• 401(k)

For immediate consideration, please send your resume to