Client Service Representative

Job Description

Job Description

Client Service Representative 

Temp to Hire | Full Time

$55k+ DOE 

Norfolk 

We are recruiting for a local financial company who is searching for a  Client Service Representative who will perform the administrative and office support activities for multiple professionals in the firm. If you are detail oriented and are looking to play a vital role in delivering outstanding service- we want to hear from you! 

Key Responsibilities

• Create exceptional first impressions by warmly greeting guests, maintaining office cleanliness, and managing refreshments
• Answer and route phone calls professionally, take accurate messages, and schedule/manage appointments
• Follow up with clients to maintain strong, ongoing relationships
• Prepare and send correspondence
• Open, distribute, and file incoming mail
• Maintain accurate records by updating all client communications and activities in database
• Coordinate office support services, including purchasing and facilities management
• Assist clients and advisory team members with non-advisory requests and paperwork, including:
• • Opening accounts
  • Asset transfers and rollovers
  • Cash requests
  • Address and account updates
• Operate and maintain portfolio management software for investment reporting, performance calculations, and client billing
• Ensure data accuracy and operational efficiency across all systems
• Perform other related administrative duties as assigned

Qualifications

• Bachelor’s degree or equivalent professional experience
• Proficiency in Microsoft Office and QuickBooks (Outlook, Word, Excel)
• Experience with Adobe and DocuSign
• Strong attention to detail with excellent organizational and time-management skills
• Prior experience in a client support role within a broker, bank, mortgage company, or similar financial services environment
• Ability to work independently while collaborating effectively with a team
• Successful completion of a background check