Client Service Representative<ul>, Monitor and maintain Client Relationship Management (CRM) platform, ensuring accuracy of all information and records therein , Communicate professionally, effectively, and in a timely manner with current and prospective clients, providers, partners, and others via phone/voicemail, email, fax, snail mail, and in-person interactions, Answer, route, and resolve incoming calls , Monitor office voicemail accounts, Call current and prospective clients related to marketing, paperwork, general check-ins, etc., Prepare, send, and process client-facing paperwork with extreme attention to detail, including follow- up to correct errors and verify execution, Track & troubleshoot incoming rollovers/transfers/exchanges, Conference call financial platforms with clients to ensure required information is obtained, Perform account research, Occasionally work business events outside of normal work hours (always with ample advance notice), Help coordinate seminars, marketing campaigns, and other business development efforts o Infrequent travel to clients’ homes or workplaces to deliver/pickup documents, Executive Assistant<ul>, Manage the Advisor’s calendar, including scheduling and rescheduling appointments as needed , Allow office access and greet visitors, making them feel comfortable and welcome (including offering, preparing, and serving non-alcoholic beverages and snacks), Submit/track/update marketing compliance requests and approvals, Sort, and, whenever possible, handle received mail and packages on behalf of Advisor, Prepare and mail outgoing correspondence, including client communications, greeting cards, checks, etc., Monitor and ensure sufficient inventory of all office supplies, including forms, folders, business cards, envelopes, pens and other promotional items, printer ink, snacks/beverages, kitchen and bathroom supplies, etc., Arranging property maintenance and repairs, Communicate with IT support on behalf of office and Advisor, Coordinate travel arrangements
2 years
Has exceptional customer service skills, extreme professionalism, and unending patience, Is committed to strict confidentiality of all information and documents, Has strong written and verbal communication skills, including proper spelling, punctuation, and grammar, Demonstrates proficiency in Microsoft Office (especially Outlook, Excel, and Word) and web applications, Has excellent organizational skills and attention to detail, Can work independently, make sound decisions, multi-task, and prioritize competing tasks effectively, Has a valid driver’s license, a working vehicle, and appropriate insurance (same-day travel will be required from time to time)
Bachelor Degree