Business Development Associate
4 weeks ago
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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