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Full time
Salary
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Related skills
crm account management client relationships microsoft office suite regulatory compliance📋 Description
- Serve as a point of contact for clients; respond to calls and emails.
- Coordinate and manage client appointments; ensure logistics and documentation.
- Process client requests, including account transactions and paperwork.
- Support onboarding for new clients.
- Work with custodians and internal teams to resolve account issues.
- Provide notary services as needed.
🎯 Requirements
- 5-8 years of client-facing administrative experience in financial services
- BS/BA degree preferred; GED required
- Strong communication and client relationship management
- Experience with CRM systems
- Proficiency with Microsoft Office Suite
- Detail-oriented with high accuracy
🎁 Benefits
- Medical, dental, and vision insurance options
- Flexible working arrangements
- Generous 401K contributions
- Flexible paid time off policy
- 11 paid holidays
- Healthcare savings accounts with company contributions
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