Client Experience and Operations Professional
1 week ago
AEGIS Financial is a dynamic company seeking an exceptional Client Experience and Operations Professional to support our Wealth Managers, Relationship Managers, and internal operations. As the primary point of contact for clients, professional partners, and visitors, this role requires a polished professional with superior communication, organizational, and customer service skills.
Key Responsibilities:
- Provide high-level client support in all phases of operational service and account maintenance
- Answer incoming calls from clients, vendors, and prospects during normal business hours
- Manage calendar and schedules meetings for clients, prospects, and outside vendors
- Prepare and coordinate documents in preparation for client meetings
- Open, transfer, and close customer accounts and maintain appropriate account records
- Process all required paperwork to create, maintain, and service clients accounts
- Assist team members unprompted and take pride in achieving team objectives
Requirements:
- High School diploma required; college degree strongly preferred
- 1-2 years of Prior Financial Planning Experience is helpful
- Administrative experience desired
- Proficient in Microsoft Excel, Word, Adobe PDF
- Ability to improvise and proactively assist in client requests or firm tasks
- Excellent organizational skills consistent ability to prioritize workflow of self
Working Conditions:
- Tasks closely governed by policies and procedures; work processes
- Flexibility in working hours to attend client events, networking, or meetings outside normal business hours
- Professional to Business Casual Dress Code
Benefits:
- Quarterly bonus plan
- Health & Group Term Life Insurance Plan
- Long Term Disability
- 401(k) retirement program with company contribution
- Paid Time Off
- Paid Holidays
- Continuing Education Reimbursement Plan
The salary range for this position is $17-$18 per hour based on experience and education.
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