Client Services Team Member

2 weeks ago


Columbus, Ohio, United States MBS Pro Staffing Full time
Job Summary

MBS Pro Staffing is seeking a highly skilled Client Services Team Member to join our team in Columbus, OH. This is a full-time, direct hire opportunity that requires a strong understanding of financial services and excellent communication skills.

Key Responsibilities
  • Support the client advisor team in providing comprehensive financial advice and servicing clients
  • Coordinate with team members to ensure consistent and effective client support and service
  • Process transactions, including cash flows, purchases and sales, and asset transfers
  • Prepare for client meetings and respond to client requests in a timely and professional manner
  • Create client reports, including cash flow, investment performance, and activity, as well as Personal Financial Statements and ad hoc reports
  • Manage documentation and gather and synthesize a wide range of information
  • Prepare and/or review documentation to open or update accounts and private investments
Requirements
  • Bachelor's degree in accounting or finance, or related field
  • 0-2 years of professional experience in a related field
  • Strong team player with excellent communication and problem-solving skills
  • Ability to work independently in a fast-paced environment and handle multiple tasks simultaneously
  • Proficiency in Microsoft Office Word, Excel, and Outlook
About MBS Pro Staffing

MBS Pro Staffing is a leading provider of workforce solutions, connecting candidates with reliable work opportunities and companies in need of skilled professionals. With over 50 years of experience, we leverage our expertise in core industries to ensure that the needs of our clients and candidates are satisfied.


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