Client Services Associate - Dayton and Sydney : Job Details

Client Services Associate Job Description:

Role Overview:

• Operations and Administrative for a successful financial planning team.
• Opportunity for long-term growth and success.

Key Responsibilities:

• Complete and process client applications efficiently.
• Provide excellent service to existing clients.
• Communicate effectively with financial advisors and service centers.
• Maintain clear and professional communication with both existing and new clients.

Required Skills and Qualifications:

• Strong interpersonal skills with the ability to build and maintain relationships.
• Proficiency in Microsoft Outlook and general understanding of Microsoft Office Suite.
• Experience with Salesforce is a plus, but not mandatory.
• Excellent organizational and multitasking abilities.

Preferred Attributes:

• Personable and adaptable in a dynamic work environment.
• Detail-oriented with a focus on accuracy and efficiency.
• Team player mentality and attitude.

Benefits:

• Work alongside a family oriented and supportive team.
• Opportunities for professional development and career advancement.
• Additional benefits will be discussed during interview.