Client Relations Assistant

1 month ago


indianapolis, United States Vaco Full time
Vaco Indianapolis has partnered with a company located on the north side of Indianapolis to fill a Client Relations Assistant.
This is a full time / direct hire role.

The Client Relations Assistant has responsibility for administrative duties including, but not limited to,

maintaining the client database, generating client leads and running weekly/monthly reports,

assigning office's unassigned clients.

Specific responsibilities include but are not limited to:

* Uses online search resources and sends letters to obtain updated contact information

* Responsible for scanning and e-filing client documents and correspondence

* Provides administrative support for client transitions due to planned or unplanned financial

* Responsible for sending Introduction letters to unassigned clients

* Responsible for Client Activity Report and identifying follow-up needed

* Proactively generates leads of unassigned clients

o Researches clients



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