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Client Relations Specialist

2 months ago

Wilmington, Delaware, United States Pyxai, Inc. Full time

Job Overview
Our company, Pyxai, Inc., is in search of a committed Client Services Associate to assist our financial consultants in delivering exceptional service to our clientele.

Role Summary
The Client Services Associate serves as a vital support to one or more financial advisors, facilitating various tasks that may involve client interaction.

Key Responsibilities
The Client Services Associate is responsible for a variety of functions aimed at enhancing advisor-client relationships and ensuring client satisfaction. These responsibilities include:

  • Compiling and updating essential documents and agreements.
  • Preparing materials for presentations.
  • Gathering meeting notes and entering them into client files.
  • Processing client information and transactions.
  • Creating new accounts and managing client portfolios.
  • Performing administrative and clerical tasks as needed.
  • Responding to client inquiries regarding products and services.
  • Scheduling meetings between advisors and clients.
  • Drafting communications on behalf of advisors.
  • Logging and tracking customer interactions.
  • Maintaining comprehensive databases of client information.
  • Addressing and resolving customer complaints.
  • Organizing and filing client documentation.

Qualifications & Skills
The ideal candidate will possess:

  • A high school diploma or equivalent; an associate or bachelor’s degree in business, finance, or a related field is preferred.
  • Experience in a Client Services Associate role or similar administrative position within the financial sector is advantageous.
  • Proficiency in Microsoft Office.
  • Strong communication and organizational abilities.
  • A detail-oriented approach.
  • Comfort in working independently.
  • Exceptional customer service skills.

Additional Information
If this position aligns with your skills and career aspirations, we encourage you to consider this opportunity to contribute to a dynamic team focused on client satisfaction and service excellence.