Family owned financial services company looking for a client services rep to join their growing team!
- Provide administrative support to Client Advisory team.
- Draft letters of instruction for clients.
- Complete account applications.
- Manage agreements and subscription documents.
- Organize supporting documentation.
- Act as information provider to accountants, banks, investment managers and other professionals also supporting clients.
- BA degree
- Prior experience in the financial industry
- Analytical thinking skills
- Detail oriented and attention to detail
- Solid computer skills
- Proficiency with Excel
- Great customer service skills