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Administrative Assistant/Client Service Associate
4 months ago
The job responsibilities include, but are not limited to:
- Responds to emails, answers phone, and communicates in a prompt, courteous, and helpful manner
- Prepare for and follow up from client meetings
- Service clients' accounts
- Handle miscellaneous operational and compliance activities.
- Assist with general administrative tasks:
- Document management
- Client files and recording keeping
- Firm projects
- Existing workflow software knowledge and maintenance
- Advertising compliance
- Resolve standard client issues effectively and efficiently including address changes, sending, and receiving client deposits and withdrawals, opening accounts, processing new business, and set up and teach client on-line access
- Maintains contact with clients regarding their accounts and can clearly articulate any service requests
- Scans, files, and manages on-line documentation
- Research client issues, historical transactions, etc
- At times responsible for meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation
- Maintain CRM database
- Protects clients' rights by maintaining confidentiality of personal and financial information
- Performs tasks in a manner that displays a commitment to excellence, best practices, compassionate and superior customer service with every client and co-worker
- Outstanding written and oral communication skills
- Highly organized with absolute attention to detail
- Client-first attitude, creative thinker
- Proven ability to prioritize and handle multiple tasks efficiently
- Self-motivated and demonstrated initiative
- Strong computer skills with a proficiency in Microsoft Office and Outlook and efficient and effective at navigating the Internet and major social media platforms
- Professional demeanor in handling all aspects of business
- Ability to maintain industry compliance requirements
- Ability to work courteously and respectfully with clients, co-workers, and vendors
- BA/BS degree preferred or equivalent work experience
- Minimum of 4 years of administrative, hands-on client experience
- Full-time
- Monday - Friday, 8:30AM - 4:30PM
- Bachelor's Degree or equivalent experience preferred
- Client Service: 2 years (Required)
- Financial Services: 2 years (Required)
401(k) with a healthy match (after 1 year waiting period), health insurance stipend, ancillary benefits with 50% of certain benefits employer paid.
Salary
$55,000 plus a targeted bonus between 5%-10%