Client Services Representative

2 weeks ago

Brentwood, United States Find Great People | FGP Full time

JOB SUMMARY:

The Client Services position assists the Financial Advisor with various administrative tasks and

provide clients with quality service. This position interacts daily on the phone and in person with

prospective and existing clients including handling basic inquiries. The role schedules and coordinates meetings and appointments for advisors while maintaining databases and creating reports using the Client Relationship Management platform. This position will have routine contact with internal and external customers required to obtain, clarify or provide facts and information while sustaining a professional image. This role provides excellent customer service to team members and customers while demonstrating the company values and supporting the mission.


JOB DUTIES AND RESPONSIBILITIES:

• Interact daily on the phone and in person with prospective and existing clients including handling

basic inquiries

• Schedule and coordinate meetings and appointments for advisors

• Create and maintain records and files

• Maintain databases and creates reports using the Client Relationship Management platform

• Transcribe and prepare correspondence

• Request compliance approval for bulk client communications

• Receive cross-training and assist with other operational functions as required

• Handle or delegate executive Advisor emails

• Coordinate travel arrangements for executive advisor

• Schedule and confirm client meetings with Advisors, clients, and other outside partners

• Schedule executive level leadership meetings

• Generate reports for Advisor and Team

• Regular and timely attendance is required

• Generate birthday card reports and prepare cards for signing and mailing

• Perform other duties as assigned


REQUIRED QUALIFICATIONS:

• Associates degree or 2 years of administrative experience in lieu of degree

• Proficient in Microsoft Office Suite and video conferencing systems

• Ability to work on multiple projects simultaneously while accomplishing daily tasks

• Effective oral and written communication skills and excellent interpersonal skills

• Attention to detail, critical thinker and problem-solving skills

• High standards for integrity, honesty, professionalism, and work ethic

• Commitment to service excellence

• Ability to work independently while demonstrating excellent organization and follow through

• Demonstrates flexible and efficient time management and ability to prioritize workload

• Ability and willingness to move with purpose and a strong sense of urgency

• Self-motivated, positive, and enthusiastic

• Self- starter with a strong desire to exceed expectations and capable of supporting a team

• Maintains confidentiality discretion

• Ability to effectively work in collaboration with others to achieve business objectives.

• Willing to grow and be challenged

• Attend training as requested

  • Client Service Representative

    2 weeks ago

    Brentwood, California, United States Bank of America Full time

    Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals. As a Client Service Representative, you will play a critical role in delivering exceptional client experiences that drive growth and satisfaction.Key Responsibilities:Process transactions accurately and efficiently in a fast-paced environmentIntroduce...

  • Seasonal Client Service Representative

    1 month ago

    Brentwood, New York, United States US Tech Solutions Full time

    Seasonal Client Service Representative OpportunityWe are seeking a highly skilled and experienced Seasonal Client Service Representative to join our team at US Tech Solutions. As a key member of our Client Facing team, you will be responsible for managing internal and external clients, ensuring the accuracy of financial documents, and entering data into our...

  • Seasonal Client Service Representative

    2 weeks ago

    Brentwood, New York, United States US Tech Solutions Full time

    We are seeking a highly skilled and experienced Client Service Representative to join our team at US Tech Solutions. As a Seasonal Client Service Representative, you will be responsible for managing internal and external clients, ensuring the accuracy of forms, and entering data into our tracking database.Key Responsibilities:Creation of financial documents...

  • Senior Client Service Representative

    2 weeks ago

    Brentwood, New York, United States Broadridge Financial Solutions , Inc. Full time

    About the RoleWe are seeking a highly skilled Senior Client Service Representative to join our team at Broadridge Financial Solutions, Inc. This role will be responsible for providing exceptional client service and support to our corporate issuer clients.Key ResponsibilitiesProcess backend operations and enable voting options in Proxy Plus screens to...

  • Senior Client Service Representative

    1 week ago

    Brentwood, New York, United States Broadridge Financial Solutions , Inc. Full time

    Job SummaryWe are seeking a highly skilled Senior Client Service Representative to join our team at Broadridge Financial Solutions, Inc. As a key member of our Corporate Issuer business, you will be responsible for providing exceptional service to our clients, ensuring seamless proxy voting operations, and driving business growth.Key ResponsibilitiesProcess...

  • Seasonal Client Service Representative

    3 weeks ago

    Brentwood, New York, United States US Tech Solutions Full time

    We are seeking a highly skilled and experienced Seasonal Client Service Representative to join our team at US Tech Solutions. As a key member of our Client Facing team, you will be responsible for managing internal and external clients, ensuring the accuracy of financial documents, and entering data into our tracking database.Responsibilities:Creation of...

  • Client Services Representative

    1 month ago

    Brentwood, United States Find Great People | FGP Full time

    JOB SUMMARY:The Client Services position assists the Financial Advisor with various administrative tasks andprovide clients with quality service. This position interacts daily on the phone and in person withprospective and existing clients including handling basic inquiries. The role schedules and coordinates meetings and appointments for advisors while...

  • Client Service Representative

    1 week ago

    Brentwood, California, United States Bank of America Full time

    Job Description:At Bank of America, we strive to create a workplace where our teammates can thrive and make a meaningful impact. As a Client Service Representative, you will play a vital role in delivering exceptional client experiences that drive growth and satisfaction.Key Responsibilities:Process transactions accurately and efficiently in a fast-paced...

  • Seasonal Client Service Representative

    2 months ago

    Brentwood, New York, United States US Tech Solutions Full time

    We are seeking a highly skilled and experienced Client Service Representative to join our team at US Tech Solutions. As a key member of our Client Facing team, you will be responsible for managing internal and external clients, ensuring the accuracy of financial documents, and entering data into our tracking database.This is a temporary seasonal position...

  • Seasonal Client Service Representative

    3 months ago

    Brentwood, United States US Tech Solutions Full time

    We are seeking a Seasonal Client Service Representative to join our team based out of Edgewood, NY during Proxy Season. The candidate will be working on our Client Facing team managing internal and external clients as well as checking the accuracy of forms and entering data into a tracking database. The candidate should be experienced working in a...

  • Client Services Associate

    2 days ago

    Brentwood, United States Vaco Full time

    Our client located in Brentwood, TN is seeking a Client Services Associate to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the financial industry! The Client Services Associate is a direct hire opportunity, with a fully onsite schedule. Responsibilities:Interact daily on the phone and...

  • Seasonal Client Service Representative

    3 months ago

    Brentwood, United States US Tech Solutions Full time

    We are seeking a Seasonal Client Service Representative to join our team based out of Edgewood, NY during Proxy Season. The candidate will be working on our Client Facing team managing internal and external clients as well as checking the accuracy of forms and entering data into a tracking database. The candidate should be experienced working in a...

  • Client Services Associate

    3 weeks ago

    Brentwood, United States Vaco Full time

    Our client located in Nashville, TN is seeking a Client Services Associate to join their team. This is an excellent opportunity for someone looking to grow their career and join their dynamic team The Client Services Associate is a permanent opportunity with a fully onsite schedule. Responsibilities: Interact daily on the phone and in person with prospective...

  • Client Service Representative

    3 weeks ago

    Brentwood, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Service, Financial, Representative, Spanish, Service, Solutions Advisor, Retail, Banking

  • Customer Service Representative

    2 weeks ago

    Brentwood, Tennessee, United States Chris Obear - State Farm Agent Full time

    Job OverviewAs a Customer Service Representative with Chris Obear - State Farm Agent, you will play a vital role in delivering exceptional client experiences that drive the growth of our successful insurance agency. Your attention to detail, customer service skills, and passion for helping others make you an ideal fit for this role. You will have the...

  • Customer Service Representative

    2 days ago

    Brentwood, United States Keel Point Full time

    Keel Point is seeking an experienced Client Service Representative (CSR) to join our existing team in Brentwood, TN. Keel Point serves a wide variety of clients with the highest levels of financial fiduciary excellence. The CSR works closely with a group of advisors to deliver outstanding client service and assists with account management, financial planning...

  • Customer Service Representative

    2 weeks ago

    Brentwood, Tennessee, United States Randstad Full time

    Customer Service Representative Job DescriptionWe are seeking a highly skilled and experienced Customer Service Representative to join our team at Randstad. As a key member of our customer support team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Respond to customer inquiries and resolve...

  • Customer Service Representative

    2 weeks ago

    Brentwood, United States Accentuate Staffing Full time

    Accentuate Staffing is seeking an experienced Customer Service Representative for one of our clients in Raleigh, NC. As a Customer Service Representative you will play a crucial role in ensuring contractors have a positive experience with their orders/products/services. You will be the first point of contact for inquiries, providing assistance and...

  • Financial Services Representative

    4 weeks ago

    Brentwood, Tennessee, United States Bronson Kinkade Consulting Full time

    Unlock Your Earning PotentialAt Bronson Kinkade Consulting, we're seeking a skilled Financial Services Representative to join our team. As a key player in our expanding agency, you'll have the opportunity to excel in a dynamic, fully remote environment.Key Benefits:In-Bound Leads Only: Focus on high-quality leads, eliminating cold calling and increasing your...

  • Customer Service Representative

    1 month ago

    Brentwood, United States K44 Consulting LLC Full time

    Our client, a large countertop and floor importer/manufactuere is actively looking for Customer Service Representative for their Long Island distribution center. To perform this job successfully, the individual must be able to complete the following essential duties and responsibilities: Ensure effective and efficient handling of customer...