Client Service Representative
6 days ago
Job Title: Client Service Specialist
Job Summary:
We are seeking a highly motivated and detail-oriented Client Service Specialist to join our team at Prime Capital Financial. As a Client Service Specialist, you will play a critical role in providing exceptional client service and support to our clients and advisors.
Key Responsibilities:
- Provide exceptional client service and support to clients and advisors
- Manage and maintain accurate and up-to-date client information and records
- Assist with the preparation and distribution of client reports and statements
- Respond to client inquiries and resolve issues in a timely and professional manner
- Collaborate with internal teams to ensure seamless client service and support
- Stay up-to-date on industry developments and best practices to provide expert advice and guidance to clients and advisors
Requirements:
- High school diploma required; Bachelor's degree preferred
- Series 65 license preferred
- Financial industry experience preferred
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize multiple tasks and projects
- Strong analytical and problem-solving skills
- Proficiency in Microsoft Office and Google Suite
Benefits:
- Competitive salary and benefits package
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
- Recognition and rewards for outstanding performance
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