As a Client Services Representative, your duties encompass but are not restricted to: handling incoming calls, welcoming clients, managing appointment scheduling and confirmations, organizing files, conducting data entry tasks, handling fax and email communications, conducting research, and preparing and processing appointments—all while prioritizing and upholding client confidentiality at all times. Serving as the vital link between our clients, advisers, and business associates, you'll leverage your exceptional communication and listening skills to ensure elite client service daily.