Client Services Team Member

4 weeks ago


Columbus, United States MBS Pro Staffing Full time
Job DescriptionJob DescriptionMBS is in urgent need of Client Service Team Member in Columbus, OH. This position is a full-time, direct hire opportunity.FULL JOB DESCRIPTIONPRINCIPAL DUTIES & RESPONSIBILITIES:
  • Supporting the client advisor team with all aspects of providing comprehensive financial advice and servicing clients
  • Coordinate with team members to provide consistent, effective client support and service
  • Processing transactions (cash flows, purchases and sales, asset transfers)
  • Preparing for client meetings and responding to client requests
  • Creating client reports – cash flow, investment performance and activity, Personal Financial Statements, ad hoc
  • Document management
  • Gather and synthesize a wide range of information
  • Preparing and/or reviewing documentation to open or update accounts and private investments
REQUIREMENTS
  • Bachelor’s degree in accounting/finance or related degree
  • 0-2 years professional experience
  • Team player, professional in interactions with associates and clients
  • Problem-solving ability, thoroughness, cautiousness, attention to detail
  • Strong written and verbal communication skills
  • Proficiency with Microsoft Office Word, Excel, and Outlook
  • Ability to work independently in a fast-paced environment
  • Takes initiative to research and resolve issues
  • Ability to handle many tasks at once
ABOUT THE KABLE GROUPFor over 50 years, The Kable Group has been committed to connecting candidates looking for reliable work opportunities with companies in need of workforce solutions. We leverage our expertise in core industries to ensure that the needs of our clients and our candidates alike are satisfied. Whether it’s a professional position, skilled labor need, or an education opportunity, The Kable Group’s suite of solutions caters to finding the right fit, every time.At the Kable Group, we do not just accept diversity — we celebrate it, we support it, and we thrive on it. Read our full diversity statement here.This job description is not intended to be all-inclusive and the employee will also perform other reasonably related business duties as assigned by the immediate supervisor and other management as required.

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