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Financial Services Coordinator
1 week ago
We are seeking a Client Services Associate to support our financial consultants at Pyxai, Inc. In this role, you will assist financial professionals in delivering exceptional customer service to our clients, working closely with other teams to ensure seamless execution of client-related tasks.
You will be responsible for preparing documents for client meetings, organizing sales and presentation materials, compiling meeting notes, and setting up client access for new accounts. Additionally, you will handle day-to-day administrative tasks, including answering phone calls, sending deadline reminders to consultants, and updating client databases.
Your primary responsibilities will include performing administrative and clerical duties as needed, such as compiling and updating necessary documents and contracts, preparing presentation materials, gathering meeting notes, obtaining and processing client information and transactions, creating new accounts, and maintaining client portfolios. You will also interact with clients, responding to their inquiries for product and service information, scheduling advisor-client meetings, drafting written or electronic communications on behalf of advisors, logging and tracking customer calls or emails, maintaining databases of client information for advisors, recording and resolving customer complaints, and filing and organizing client paperwork.
To succeed in this role, you should have a strong educational background, preferably an associate or bachelor's degree in business, finance, or a related field. Prior experience as a Client Services Associate or other administrative role in the financial industry is beneficial. Your proficiency in Microsoft Office and excellent communication and organizational skills will enable you to excel in this position.
Pyxai, Inc. offers a competitive salary range of $60,000 - $80,000 per year, based on experience. Our comprehensive benefits package includes health insurance, retirement plan matching, paid time off, and opportunities for professional growth. If you are a dedicated and results-driven individual who values customer satisfaction, we encourage you to apply for this rewarding opportunity.