Operations Support Specialist

3 days ago


Yuma, Arizona, United States Bdt & Associates Inc Full time

Career Opportunity

Bdt & Associates Inc seeks a detail-oriented Client Services Representative to support our financial advisers and their clients.

Estimated Salary

$70,000 - $90,000 per year, depending on experience.

Key Responsibilities

The successful applicant will:

  • Provide invaluable support to our financial advisers and their client base
  • Oversee a 15-person office, ensuring seamless day-to-day operations
  • Develop and maintain strong relationships with clients and colleagues
  • Stay up-to-date on products, resources, company policies, and procedures
  • Prioritize and uphold client confidentiality at all times

Requirements

To succeed in this role, you must have:

  • An associate degree in business administration (preferred)
  • 1+ years of client service experience (preferably in a related field)
  • Successful completion of provided training
  • Proficient computer skills with MS office suites
  • Exceptional communication and interpersonal skills
  • A strategic thinker with a high sense of urgency
  • An assertive drive and strong people skills

Our Offering

This full-time position includes a salary, 401(k) plan with 4% contribution from employer, and discretionary bonus based on individual and team performance.

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