Job Description
Job Description
Client Service Representative / / Full-Time Job Opportunity / / On-site
We are seeking a Client Service Representative to join one of our clients, an independent wealth management advisory firm. As a Client Service Representative, you will be responsible for providing exceptional support and customer service to our clients, addressing their questions and concerns in a professional and timely manner. You will also be able to help clients with account management, process transactions, and provide information on our products and services.
Essential Duties
- Handles client communication and follow-ups.
- Ensures client requests are addressed promptly.
- Maintain client relationships by providing exceptional support.
- Respond to inquiries, address concerns, and ensure client satisfaction.
- Provides non-advisory support.
- Investigates and resolves processing requests, compliance issues, or account discrepancies.
- Completes routine account transactions.
- Coordinates standard client reports and documentation, ensuring accuracy and adherence to regulations.
- Processes documentation for account transactions and service requests.
- Supports team members during absences and peak work periods.
- Ensures office facilities and reception areas are well-maintained and welcoming.
- Tracks staff schedules and provides logistical support for meetings and office needs.
- Handle routine client account requests and escalate complex issues when needed.
- Keep everyone informed! Track pending items and communicate updates to clients and internal teams.
Qualifications
Bachelor's degree in Finance, Accounting, or Business, preferred.At least 2 years of experience in customer service and operational tasks, or banking experience, preferred.Ability to understand and explain fundamental financial concepts, such as assets, liabilities, and investment products, is a plus.Proficiency in processing routine client requests such as wire transfers, cash transfers, and account updates.Proficiency in English and Spanish verbal and written communication, including the ability to convey information clearly and concisely.Capacity to identify and address common client issues and inquiries independently, with guidance as needed.Developing proficiency in managing workload efficiently and prioritizing tasks effectively.Capacity to maintain orderly records and documentation to support client interactions and transactions.Basic proficiency in using financial software and tools relevant to the role.Willingness to engage in ongoing learning and development to improve skills and knowledge in the role.A basic understanding of regulatory agencies, such as the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA), is a plus.Equal Opportunity Employer