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Client Services Representative
2 months ago
You may be the ideal candidate for this position. Please review the details carefully.
JOB TITLE:
Client Services Representative
EMPLOYER:
Signature Estate & Investment Advisors, LLC
DEPARTMENT:
Client Services
REPORTS TO:
Client Services Manager
SUMMARY:
This role is essential for managing account openings, ongoing account maintenance, and addressing client inquiries efficiently.
DUTIES AND RESPONSIBILITIES:
- Handling the primary service telephone line and addressing requests via phone.
- Responding to emails from clients and advisors.
- Reviewing and processing account opening documentation promptly.
- Managing cashiering tasks, resolving fee billing discrepancies, facilitating account transfers, and executing account closures.
- Ensuring the accuracy of submitted paperwork.
- Distributing proposals and account documentation to potential clients.
- Addressing issues related to incomplete or incorrect items at the account level.
- Training new staff on established procedures.
- Performing additional related tasks as assigned by management.
SUPERVISORY RESPONSIBILITIES:
- This position does not include supervisory responsibilities.
QUALIFICATIONS:
- An Associate's Degree (AA) or equivalent from a two-year college or technical school, or six months to one year of relevant experience and/or training, or a combination of education and experience.
Computer skills required:
Proficiency in Spreadsheet Software (Excel), Word Processing Software (Word), Electronic Mail Software (Outlook), Presentation Software (PowerPoint), and Adobe Software.
COMPETENCIES:
- Diversity: Demonstrates understanding of EEO policies; respects and appreciates cultural differences; promotes a diverse and inclusive workplace.
- Ethics: Treats individuals with respect; keeps commitments; inspires trust; works with integrity; upholds organizational values.
- Adaptability: Adjusts to changes in the work environment; manages competing demands; adapts methods to fit situations; handles frequent changes and unexpected events effectively.
- Attendance/Punctuality: Maintains consistent attendance and punctuality; ensures responsibilities are managed during absences; arrives on time for meetings and appointments.
- Customer Service: Effectively manages challenging customer situations; responds promptly to customer needs; seeks feedback to enhance service quality.
- Dependability: Follows instructions and responds to management direction; takes responsibility for actions; commits to achieving goals; completes tasks on time.
- Initiative: Proactively seeks additional responsibilities; engages in self-development; takes independent actions when necessary.
- Interpersonal Skills: Focuses on conflict resolution; maintains confidentiality; listens actively; keeps emotions in check; remains open to new ideas.
- Judgment: Makes informed decisions; demonstrates sound judgment; includes relevant stakeholders in decision-making processes.
- Motivation: Sets and pursues challenging goals; demonstrates persistence; measures performance against high standards.
