Client Services Representative

We are recruiting for a local financial company who is searching for a Client Service Representative who will perform the administrative and office support activities for multiple professionals in the firm. If you are detail oriented and are looking to play a vital role in delivering outstanding service- we want to hear from you!

• Create exceptional first impressions by warmly greeting guests, maintaining office cleanliness, and managing refreshments
• Answer and route phone calls professionally, take accurate messages, and schedule/manage appointments
• Follow up with clients to maintain strong, ongoing relationships
• Prepare and send correspondence
• Open, distribute, and file incoming mail
• Maintain accurate records by updating all client communications and activities in database
• Coordinate office support services, including purchasing and facilities management
• Assist clients and advisory team members with non-advisory requests and paperwork, including:
• Opening accounts
• Asset transfers and rollovers
• Cash requests
• Address and account updates
• Operate and maintain portfolio management software for investment reporting, performance calculations, and client billing
• Ensure data accuracy and operational efficiency across all systems
• Perform other related administrative duties as assigned

• Bachelor’s degree or equivalent professional experience
• Proficiency in Microsoft Office (Outlook, Word, Excel)
• Experience with Adobe and Docu Sign
• Strong attention to detail with excellent organizational and time-management skills
• Prior experience in a client support role within a broker,bank, mortgage company, or similar financial services environment
• Ability to work independently while collaborating effectively with a team
• Successful completion of a background check
• 100% employer-paid health, dental, vision, life, and disability insurance
• 401(k) with profit-sharing plan
• Eligibility for company bonus program after one year
• Flexible Paid Time Off
• Paid holidays
• Paid on-site parking

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