Client Service Representative

1 day ago


San Diego, California, United States BDT & Associates, Inc. Full time
Client Services Representative

We are seeking a highly motivated and detail-oriented Client Services Representative to join our team at BDT & Associates, Inc.

About the Role:

The Client Services Representative will be responsible for providing exceptional support to our financial advisers and their client base, overseeing a 1–5-person office. This role requires someone with boundless energy, a determined mindset, and the ability to work autonomously.

Key Responsibilities:

  • Handle incoming calls and welcome clients
  • Manage appointment scheduling and confirmations
  • Organize files and conduct data entry tasks
  • Handle fax and email communications
  • Conduct research and prepare appointments
  • Prioritize and uphold client confidentiality at all times

Requirements:

  • 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
  • Outstanding communication skills; both verbal and written
  • Strong people skills
  • High sense of urgency
  • Organization skills
  • Strategic thinker
  • Assertive drive

What We Offer:

  • Full-Time salary position
  • 401k plan with 4% contribution from employer
  • Discretionary bonus based on individual and team performance

About Us:

BDT & Associates, Inc. is a dynamic and growing company that values its employees and clients. We are committed to providing exceptional service and support to our clients and employees.



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