Client Services Representative
2 weeks ago
BGSF has joined with an investment management firm in search of a Client Services Associate.
Responsibilities:
- Take ownership of administrative processes, including the client on-boarding process
- Handle all requests from clients pertaining to account administration
- Organize, scan, and maintain all paper/electronic files
- Maintain CRM system to ensure all client data is current and accurate
- Maintain compliance-approved materials and prepare client materials
- Perform general office duties, such as ordering supplies, handling in-bound phone calls as necessary, and receiving mail
Qualifications:
- Bachelor’s Degree, required
- Experience at RIA or Broker/Dealer, preferred
- Experience from a financial services firm, preferred
- Strong computer skills, including Salesforce, MS Office Suite, and DocuSign
- Excellent written and verbal communication skills
- Detail orientation is a must
Only candidates with backgrounds who match our client's requested experience will be contacted. Do not take this as a poor reflection on your experience, just a decision for the specific needs of our client's project/job. We look forward to working with you.
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