Client Data Specialist

1 month ago


Forest Hill, United States Robert Half Full time
Job DescriptionJob Description

Financial Planning firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as a Data Specialist. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior computer skills required.


Essential Duties and Responsibilities (Additional duties may be assigned):


-Maintain data consolidation and reporting website


-Prepare reports for advisors and clients for analysis and review meetings


-Manage Required Minimum Distributions for clients


-Manage personalized client websites and download client files


-Research and resolve account reporting problems as needed


-Ensure office procedures are followed


-Perform general administration and support functions for the office as required


-Perform other duties and projects as assigned

• Possess strong skills in customer service, ensuring excellent client relations and satisfaction.
• Proficient in data entry, ensuring accurate and efficient input of client information.
• Experience in email correspondence, maintaining professional communication with clients and team members.
• Proficient in Microsoft Excel and Microsoft Word, demonstrating strong IT skills for data management and documentation.
• Ability to organize files systematically, ensuring easy access and retrieval of client data.
• Experience in scanning documents, ensuring digital copies of important documents are available when needed.
• Typing speed sufficient to ensure quick and accurate data entry and correspondence.

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