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Client Services Representative
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Client Services Representative Jeff Abrams is seeking a dedicated client services representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support. Responsibilities: Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. Process wire transfers securely and in accordance with regulatory requirements. Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. Build and maintain strong client relationships through proactive and personalized communication. Guide new clients through the onboarding process to ensure a seamless and welcoming experience. Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. Partner with financial advisors to ensure client activities align with their financial strategies and goals. Maintain accurate and current client records within Salesforce. Follow up on pending client requests to ensure timely and complete resolutions. Requirements: Proven experience in client services, preferably within the financial sector. Strong communication and interpersonal skills for building and maintaining client relationships. Familiarity with financial processes such as wire transfers, rollovers, and account updates. Proficiency in Salesforce or similar crm systems for record management. Exceptional attention to detail and organizational skills to handle multiple tasks efficiently. Ability to work collaboratively with team members and financial advisors. Knowledge of confidentiality and security protocols for handling sensitive client information. Adept at using Microsoft Office Suite and preparing client-facing materials.
