Proactive Client Support Associate
7 days ago
Job Description:
RVP Consultants is an equal opportunity employer seeking a Client Service Specialist to join our team. As a key member of our financial services team, you will provide exceptional support to financial advisors and assist with delivering high-quality client service.
Key Responsibilities:- Client Communication: Interact daily with clients via phone and in person to resolve inquiries and provide quotes.
- Order Processing: Solicit and process orders for financial advisors.
- Research and Analysis: Research client and security information through the back-office system and analyze business data.
- Record Maintenance: Maintain accurate records and files.
What We Offer:
- A competitive salary range of $65,000 - $80,000 per year.
- Ongoing training and development opportunities.
- A dynamic and inclusive work environment.
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