Administrative Client Services Associate

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Job ID#: 27740

Administrative Client Services Associate
Contract to Hire
To $28 hourly (Approx. 30 hours weekly)
Great Woodlands location
Ability to work remote on Friday!

Responsibilities:

• Ability to prioritize projects and manage time
• High attention to detail and accuracy
• Results-driven, excellent communication skills, both written and oral
• Demonstrates persistence to achieve quality
• Strong analytical problem-solving skills
• Proficient with Word, Excel, and PowerPoint 
• Experience working in a fast-paced environment with the ability to multi task

• Answer all emails and texts within 1 hour
• Respond to all voicemail within 24 hours
• Handle all  phone calls in a warm and friendly way
• Record notes from every client/sponsor conversation or action in CRM
• Organize and maintain all electronic files
• Follow ALL compliance processes
• Shred all scanned and saved documents 
• Maintain ongoing communication with team members 
• Attend Monday Staff meetings
• Assist with the implementation and follow-through of client paperwork
• Assist advisors with tax and investment forms
• Follow up on all pending business
• Contact clients, prospects and sponsors as needed to request pertinent information needed in investing
• Send clients/prospects online discovery forms
• Use firms filing system to store all client information
• Other projects as assigned

Experience Needed:

• 2+ years in highly professional, administrative role – Understanding HIGH level of confidentiality
• Working knowledge of Microsoft Office tools, Adobe, DocuSign with the ability to learn new software quickly
• Comfortable interacting with clients and sponsors via phone, text and email.
• MUST have squeaky clean background!!!

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