Client Service Representative

Posted yesterday

priority staffingNorfolk (VA)

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel Temporary Help Services

SENIORITY

Junior

SALARY

$55,000 per year

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About the role

Job Description

Client Service Representative: Temp to Hire | Full Time$55k+ DOENorfolkWe are recruiting for a local financial company who is searching for a Client Service Representative who will perform the administrative and office support activities for multiple professionals in the firm. If you are detail oriented and are looking to play a vital role in delivering outstanding service- we want to hear from you!

Key Responsibilities:

Create exceptional first impressions by warmly greeting guests, maintaining office cleanliness, and managing refreshments
Answer and route phone calls professionally, take accurate messages, and schedule/manage appointments
Follow up with clients to maintain strong, ongoing relationships
Prepare and send correspondence
Open, distribute, and file incoming mail
Maintain accurate records by updating all client communications and activities in database
Coordinate office support services, including purchasing and facilities management
Assist clients and advisory team members with non-advisory requests and paperwork, including:
Opening accounts
Asset transfers and rollovers
Cash requests
Address and account updates
Operate and maintain portfolio management software for investment reporting, performance calculations, and client billing
Ensure data accuracy and operational efficiency across all systems
Perform other related administrative duties as assigned

Job Requirements

Qualifications:

Bachelor's degree or equivalent professional experience
Proficiency in Microsoft Office and QuickBooks (Outlook, Word, Excel)
Experience with Adobe and DocuSignStrong attention to detail with excellent organizational and time-management skills
Prior experience in a client support role within a broker, bank, mortgage company, or similar financial services environment
Ability to work independently while collaborating effectively with a team
Successful completion of a background check
Meet Your Recruiter
Heather Hontz

Recruiter

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