Related skills
crm documentation microsoft office financial software client service📋 Description
- Serve as initial client contact via phone and email; provide timely responses.
- Schedule and coordinate client appointments; manage logistics.
- Process client requests and paperwork per firm policies.
- Assist onboarding of new clients for a smooth start.
- Collaborate with custodians and teams to resolve account issues and transfers.
- Support advisors with client documents; ensure forms complete and on time.
🎯 Requirements
- 2-5 years in client-facing admin role (financial services)
- BS/BA preferred; HS diploma or GED required.
- Strong communication; build rapport with clients.
- Experience with CRM systems and basic financial software.
- Familiarity with processing account transactions or inquiries.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
🎁 Benefits
- Medical, dental, and vision insurance.
- Healthcare savings accounts with company contributions.
- Flexible spending accounts available.
- Generous 401(k) contributions.
- Equity Purchase Program option.
- Flexible working arrangements.
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