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Client Service Representative

2 months ago

San Diego, California, United States BDT & Associates, Inc. Full time
About the Role

We are seeking a highly motivated and detail-oriented Client Service Representative to join our team at BDT & Associates, Inc. As a key member of our client-facing team, you will be responsible for providing exceptional support to our financial advisers and their clients.

Key Responsibilities
  • Handle incoming calls and welcome clients in a professional and courteous manner
  • Manage appointment scheduling and confirmations, ensuring seamless communication with clients and advisers
  • Organize files and conduct data entry tasks with accuracy and attention to detail
  • Handle fax and email communications, responding to client inquiries and concerns in a timely and professional manner
  • Conduct research and prepare and process appointments, prioritizing client confidentiality at all times
Requirements
  • Associate degree in business administration or related field preferred
  • 1+ years of client service experience, preferably in a related field
  • Successful completion of provided training
  • Proficient computer skills with MS office suites
  • Outstanding communication skills, both verbal and written
  • Strong people skills, with the ability to build lasting relationships with clients and colleagues
  • High sense of urgency and organization skills, with the ability to prioritize tasks and meet deadlines
  • Strategic thinker, with the ability to analyze situations and develop effective solutions
  • Assertive drive, with a strong commitment to delivering exceptional results
Benefits
  • Full-Time position with a competitive salary
  • 401(k) plan with 4% contribution from employer
  • Discretionary bonus based on individual and team performance