Client Relationship Associate

Client Relationship Associate

Hourly Compensation: $20.00 – $21.00 / per hour
Status: Full time

Responsibilities

• Complete client service tasks as assigned and train to be competent in all areas over time
• Finalize the preparation for all appointments, including generating meeting materials and client presentations for financial advisors
• Greet clients with enthusiasm, offer food and beverages and seat them for meetings
• Manage incoming and outgoing communications (telephone, email, faxes)
• Answer phones, route calls, and take/distribute messages
• Schedule and manage tasks and activities in CRM and Outlook calendars
• Provide general office support (photocopying, faxing, filing, office errands, creating documents, etc.)
• Maintain and organize electronic client files
• Transfer client notes and active tasks to CRM programs
• Update client information as necessary
• Learn how to use all office equipment
• Maintain appropriate levels of inventory for refreshments and snacks
• Maintain overall cleanliness of office (dust, vacuum, empty and take out trash, clean or recycle beverage containers.)
• Support general administrative needs as requested
• Complete office opening and closing procedures

Requirements

• Financial services experience preferred
• Excellent verbal and written communication skills
• Extremely attention to detail and accuracy required
• Proficient in Microsoft Excel, Outlook, Word, and general computer skills
• Ability to navigate digital tools and search engines
• Impeccable ability to maintain confidentiality and integrity
• Effective follow-up skills and ability to meet deadlines without prompting
• Thorough work ethic with great attention to detail
• Work well under pressure
• Professional appearance and demeanor
• Energetic, eager to learn, willing to cooperate
• Self-motivated with ability to work well independently and under direction
• Pass Fingerprint/Background Check
• Comfortable with being a “team player” and doing whatever is needed, big or small