Office Administrator/Client Services Coordinator
3 weeks ago
Essential Duties & Responsibilities:
- Client communication via phone and email
- Manage online client portal data
- Track processes to ensure a smooth onboarding experience
- Organize/assemble data and contact clients to deliver information
- Contact clients on current and past due accounts
- Provide back-up on phones to answer and direct calls
- Administrative support: data entry, proofreading, & preparing client correspondence
- Assist staff as needed
- Must be proficient in all MS Office products
- Must possess very strong, customer service interpersonal skills
- Strong written and verbal communication skills
- Must be organized and able to multi-task effectively
- Reliable and able to work weekdays from 8am-5pm (extra hours required during tax season)
- Previous work in a CPA office/administrative role (preferred)
- Bachelor's Degree (preferred)
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Client Service Administrator
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Indianapolis, United States WealthPoint Advisors Full timeWealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors. Responsibilities ...
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Indianapolis, United States WealthPoint Advisors Full timeWealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors.Responsibilities Provide...
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