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Client Support Specialist

3 weeks ago

Wilmington, Delaware, United States Pyxai, Inc. Full time

**Job Summary:**

This Client Support Specialist position plays a vital role in ensuring our clients receive top-notch service. The successful candidate will be responsible for supporting financial consultants with various tasks, including administrative and clerical work.

**Key Tasks:

  • Support financial consultants with administrative and clerical tasks
  • Prepare presentation materials for client meetings
  • Compile and update necessary documents and contracts
  • Process client information and transactions
  • Maintain accurate records and update client databases

**Requirements:**

  • High school diploma or equivalent; associate or bachelor's degree in business, finance, or related field preferred
  • Experience in a similar role or in the financial industry
  • Proficiency in Microsoft Office and strong organizational skills
  • Excellent communication and customer service skills

**Salary Range:** $55,000 - $75,000 per year, based on location and experience.