Client Services Representative

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 (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 100% employer-paid health, dental, vision, life, and disability insurance 401(k) with profit-sharing plan Eligibility for company bonus program after one year Flexible Paid Time Off Paid holidays Paid on-site parking For more information and to apply visit: #J-18808-Ljbffr