Related skills
crm excel financial software outlook microsoft office suite📋 Description
- Serve as initial contact for clients via phone and email
- Schedule and coordinate client appointments
- Process client requests and transactions per policies
- Assist onboarding of new clients for a smooth experience
- Collaborate with custodians and internal teams on account issues
- Maintain up-to-date client records across systems
🎯 Requirements
- 2-5 years of client-facing administrative experience in financial services
- BS/BA degree preferred; HS diploma or GED required
- Strong communication and ability to establish client rapport
- Experience with CRM systems and basic financial software
- Knowledge of financial services practices and account processing
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
🎁 Benefits
- Medical insurance options
- Dental insurance
- Vision insurance with VSP
- Healthcare savings accounts with company contributions
- Flexible spending accounts
- Flexible paid time off policy
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