Service Specialist
6 days ago
Job Summary
At Signature Estate & Investment Advisors, LLC, we are seeking a highly skilled Service Specialist to join our team. As a key member of our client support team, you will be responsible for executing account openings, maintenance, and client requests in a timely and efficient manner.
Key Responsibilities
• Respond to client inquiries and requests via phone and email
• Review and submit account opening paperwork in a timely manner
• Process cashiering, fee billing discrepancies, account transfers, and account closings
• Ensure accurate paperwork submissions
• Send out proposals and account paperwork to prospects
• Resolve not in good order items per account level
• Train new employees on procedures
• Perform other related duties as assigned by management
Requirements
• Associate's Degree (AA) or equivalent from a two-year college or technical school, or six months to one year related experience and/or training, or equivalent combination of education and experience
• Computer skills required: Spreadsheet Software (Excel); Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint) and Adobe software
• Strong communication and interpersonal skills
• Ability to work in a fast-paced environment
• Strong attention to detail and organizational skills
What We Offer
• Competitive salary and benefits package
• Opportunity to work with a dynamic and growing company
• Collaborative and supportive work environment
• Professional development and growth opportunities
If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
How to Apply
Please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you
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