Business Development Associate

4 weeks ago


Temecula, California, United States BDT & Associates, Inc. Full time

Job Summary

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 services team, you will be responsible for providing exceptional support to our financial advisers and their client base.

Key Responsibilities

  • Handle incoming calls and welcome clients with a positive and professional demeanor
  • Manage appointment scheduling and confirmations, and organize files and data entry tasks
  • Conduct research and prepare and process appointments, while prioritizing client confidentiality
  • Collaborate with our financial advisers to provide outstanding client service and support

Requirements

  • Associate degree in business administration or related field
  • 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 and interpersonal skills

Benefits

  • Full-time salary position
  • 401(k) plan with 4% contribution from employer
  • Discretionary bonus based on individual and team performance


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