Client Services Representative
5 days ago
Jeff Abrams is seeking a dedicated client services representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.
Responsibilities:
- Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.
- Process wire transfers securely and in accordance with regulatory requirements.
- Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.
- Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.
- Build and maintain strong client relationships through proactive and personalized communication.
- Guide new clients through the onboarding process to ensure a seamless and welcoming experience.
- Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.
- Partner with financial advisors to ensure client activities align with their financial strategies and goals.
- Maintain accurate and current client records within Salesforce.
- Follow up on pending client requests to ensure timely and complete resolutions.
Requirements:
- Proven experience in client services, preferably within the financial sector.
- Strong communication and interpersonal skills for building and maintaining client relationships.
- Familiarity with financial processes such as wire transfers, rollovers, and account updates.
- Proficiency in Salesforce or similar crm systems for record management.
- Exceptional attention to detail and organizational skills to handle multiple tasks efficiently.
- Ability to work collaboratively with team members and financial advisors.
- Knowledge of confidentiality and security protocols for handling sensitive client information.
- Adept at using Microsoft Office Suite and preparing client-facing materials.
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