Senior Client Service Associate

Data entry

• Redtail
• eMoney
• NDEX

Customer service

• answering phones
• processing and forwarding requests

Account Servicing

• generating paperwork
• processing paperwork

Scanning/Filing

• scanning
• filing

Check deposit and daily blotters

• deposit checks
• review daily blotters

Preparing mailings to clients

• prepare mailings

Calendar management

• manage calendars for top level executives

What You Bring

• High school diploma required
• Client services experience required
• Min 5 years of experience
• Financial advisory industry experience required
• Min 5 years of experience
• Ability to maintain confidentiality and exercise discretion
• Proficiency in MS Outlook, MS Excel, and MS Word
• Ability to follow written and oral instructions
• Exhibit professional phone demeanor
• Individual must also possess good organizational skills, efficiency skills, and communication skills, both verbal and written
• Attention to detail
• Commitment to professionalism, accountability, customer focus, and teamwork
• Understanding and evaluating complex client processes through critical thinking
• Strong familiarity with Microsoft Outlook and proficiency with using Microsoft Excel to generate reports and perform data analysis is required

Qualifications

• High School diploma required
• Client services experience required
• Min 5 years of experience
• Financial advisory industry experience required
• Min 5 years of experience
• Ability to maintain confidentiality and exercise discretion
• Proficiency in MS Outlook, MS Excel, and MS Word
• Strong familiarity with Microsoft Outlook and proficiency with using Microsoft Excel to generate reports and perform data analysis is required

Skills

• Excellent customer service
• Polished communication
• Strong leadership skills
• Confidentiality and discretion
• MS Outlook proficiency
• MS Excel proficiency
• MS Word proficiency
• Professional phone demeanor
• Organizational skills
• Efficiency skills
• Communication skills (verbal and written)
• Attention to detail
• Professionalism
• Accountability
• Customer focus
• Teamwork
• Critical thinking
• Complex client process understanding
• Microsoft Outlook proficiency
• Microsoft Excel proficiency

Benefits

(Not specified)

Pay

(Not specified)

Schedule

(Not specified)