Client Service Associate - Richmond, United States - Sparks Group

Description

Responsibilities

• Maintain and update client information with accuracy and attention to detail.
• Serve as a trusted advisor for clients, proactively educating them on account services, capabilities, and opportunities.
• Assist in the preparation of reports, presentations, and other materials for client meetings, contributing to effective communication and informed decision-making.
• Meticulously collecting and verifying documentation for efficient account setup and service delivery.

Qualifications/Background Profile

• Minimum of 3-5 years of experience in client service, ideally within the finance sector.
• Bachelor's degree in Finance or Accounting is preferred.
• Exceptional communication, interpersonal, and multi-tasking skills, with the ability to manage multiple priorities effectively.
• Desire to work with Clients to prepare a financial plan
• Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.