Client Service Associate

2 days ago


Doylestown Pennsylvania, United States Bill Good Marketing Full time
{"title": "Client Service Associate", "description": "About Our Team

We are a dynamic team at Bill Good Marketing, dedicated to providing exceptional service to our clients. We are seeking a highly skilled and motivated Client Service Associate to join our team.

Job Summary

The Client Service Associate will provide administrative support to our Financial Advisors, ensuring seamless client experiences and efficient day-to-day operations. This role requires a strong work ethic, excellent organizational skills, and the ability to multitask in a fast-paced environment.

Key Responsibilities
  • Assist Financial Advisors with specific tasks, including data entry, meeting notes, and paperwork processing.
  • Provide exceptional client service, responding to inquiries, and resolving issues in a timely manner.
  • Manage client relationships, ensuring accurate and up-to-date information.
  • Prepare and distribute mailings, manage calendars, and perform other administrative tasks as needed.
  • Stay current on company products and services, identifying opportunities to enhance client experiences.
Requirements
  • 2+ years of Brokerage and Client Services experience or equivalent.
  • Strong working knowledge of MS Office suite of programs.
  • Excellent organizational and multitasking skills.
  • Attention to detail and ability to independently solve problems.
  • Familiarity with customer-relationship management (CRM) software programs.
What We Offer

We offer a competitive benefits package, including bonus opportunities and a dynamic work environment. If you are a motivated and detail-oriented individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.

", "lang_code": "en-US"}

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