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Client Services Coordinator

2 months ago

Wilmington, Delaware, United States Pyxai, Inc. Full time
Job Title: Client Services Associate

Job Summary:

The Client Services Associate plays a vital role in supporting our financial consultants in delivering exceptional customer service to our clients. This position involves assisting financial professionals with various tasks, which may or may not require interaction with clients.

Key Responsibilities:

  • Compile and update necessary documents and contracts
  • Prepare presentation materials
  • Gather meeting notes and input them to client files
  • Obtain and process all client information and transactions
  • Create new accounts and maintain client portfolios
  • Perform administrative and clerical duties as necessary
  • Respond to client inquiries for information about products and services
  • Schedule advisor-client meetings
  • Draft written or electronic communications on behalf of advisors
  • Log and track customer calls or emails
  • Maintain databases of client information for advisors
  • Record and resolve customer complaints
  • Filing and organizing client paperwork

Requirements:

  • High school diploma or equivalent; associate or bachelor's degree in business, finance, or related field preferred
  • Experience as a Client Services Associate or other administrative role in the financial industry is a plus
  • Proficient in Microsoft Office
  • Strong communication and organizational skills
  • Detail-oriented
  • Comfortable working independently
  • Exceptional customer service skills

About Pyxai, Inc.:

Pyxai, Inc. is a leading provider of financial services. We are committed to delivering exceptional customer service and building strong relationships with our clients. If you are a motivated and detail-oriented individual who is passionate about providing excellent customer service, we encourage you to apply for this exciting opportunity.