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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!!!
