Client Services Associate

We are seeking a Client Service Associate to join our fast-paced wealth management firm. The ideal candidate will have strong phone etiquette and communication skills. We are looking for a team member who is comfortable managing a high call volume, multiple calendars, appointment confirmations along with scheduling and filing. This is an in-office position Monday- Friday. Specific hours have some flexibility. Key Responsibilities: Answer incoming calls. Take detailed messages and communicate effectively with staff to ensure client needs are met timely. Filing, appointment scheduling and confirmations along with conference room reservations and any additional appointment support requested. Any additional administrative task assigned. Qualifications and Skills: Proven experience in support roles or similar administrative positions. (familiarity with insurance business is a plus) Proficient in Outlook, Zoom Workplace and Microsoft Office. CRM (Client Relationship Manager) is a plus. Demonstrated adaptability and flexibility in responding to evolving priorities. Self-starter with a strong attention to detail and excellent organizational skills. A positive attitude with the ability to prioritize and communicate effectively. Excellent communication and interpersonal skills, written and verbal, with the ability to interact with individuals at all levels. Self-motivated, proactive, detail oriented and the ability to work independently. Trustworthy with a high degree of discretion and integrity, with a commitment to upholding confidentiality and ethical standards Pay: $32,000.00 - $45,000.00 annual salary. #J-18808-Ljbffr Northwestern Mutual Group