Operations Support Specialist
3 days ago
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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