Overview A financial services firm is seeking a Client Services Representative to support advisors and clients through exceptional service and administrative support. This role is ideal for a detail-oriented, personable, polished professional who thrives in a fast-paced office environment!
Responsibilities
Serve as the primary point of contact for client inquiries and account servicing requests.
Process and track client paperwork, transactions, and account changes from start to finish.
Maintain accurate client records in CRM and internal systems.
Prepare materials and assist with client meetings.
Monitor account activity and ensure timely follow-up on requests.
Collaborate with team members to deliver an outstanding client experience.
Identify process improvements and support office efficiency.
Qualifications
Ideally 2+ years of experience in financial services, banking, legal, real estate, or a professional office environment.
Strong customer service, communication, and relationship-building skills.
Exceptional attention to detail and organizational abilities.
Proficiency with Microsoft Office and CRM systems.
Ability to manage multiple priorities and work both independently and collaboratively.
Insurance license preferred or willingness to obtain.