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Client Service Representative
$60,000 - $85,000/Yr
Jeffrey N Mehler Cfp - Essex, CT
posted 2 months ago
Full-time - Entry Level
Essex, CT
Professional, Scientific, and Technical Services
About the position
The Client Service Representative will play a crucial role in enhancing customer service and organizational efficiency within a Fee Only Certified Financial Planning organization. This position involves providing administrative support, managing client accounts, and ensuring effective communication with clients and other organizations.
Responsibilities
- Administer and oversee all aspects of client account creation and maintenance
- Resolve client and account issues with brokerage houses and other organizations
- Process financial transactions and trades as required
- Assist with client account reconciliation, reporting, and invoicing
- Conduct clerical duties including digital filing, answering phone calls, responding to emails and preparing documents
- Schedule client meetings
- Provide administrative support for operations and financial planning team
- Other duties as required
Requirements
- 2 years of customer service experience
- Proficient in Microsoft Office (Word, Excel, Outlook)
- Strong attention to detail
- Impeccable verbal and written communication skills
- Ability to multi-task in a fast-paced environment
- Bachelor's degree in business or equivalent work experience in the financial services industry preferred
Nice-to-haves
- Experience in financial services industry
- Familiarity with industry-specific software programs
Benefits
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
- Retirement plan
