We are seeking a Client Service Associate to join our fast-paced wealth management firm.
The ideal candidate will have strong phone etiquette and communication skills. We are looking for a team member who is comfortable managing a high call volume, multiple calendars, appointment confirmations along with scheduling and filing.
This is an in-office position Monday- Friday. Specific hours have some flexibility.
Key Responsibilities:
· Answer incoming calls. Take detailed messages and communicate effectively with staff to ensure client needs are met timely.
· Filing, appointment scheduling and confirmations along with conference room reservations and any additional appointment support requested.
· Any additional administrative task assigned.
Qualifications and Skills:
· Proven experience in support roles or similar administrative positions. (familiarity with insurance business is a plus)
· Proficient in Outlook, Zoom Workplace and Microsoft Office. CRM (Client Relationship Manager) is a plus.
· Demonstrated adaptability and flexibility in responding to evolving priorities.
· Self-starter with a strong attention to detail and excellent organizational skills.
· A positive attitude with the ability to prioritize and communicate effectively.
· Excellent communication and interpersonal skills, written and verbal, with the ability to interact with individuals at all levels.
· Self-motivated, proactive, detail oriented and the ability to work independently.
· Trustworthy with a high degree of discretion and integrity, with a commitment to upholding confidentiality and ethical standards
- Pay: $32,000.00 - $45,000.00 annual salary.
