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    Client Services Representative - Fresno, United States - Pinion Services

    Pinion Services
    Pinion Services Fresno, United States

    1 week ago

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    Description

    Overview:

    Are you an administrative professional who is ready to take your career to the next level? With roots dating back to 1932, Pinion has made it our mission to immerse ourselves in making a difference in the lives we touch and the world we live in. Our Wealth Management group is growing, and we are looking for a difference-maker. If youre eager to bring your administrative skills to a new career opportunity in our Fresno office, we invite your application.

    The Client Services Representative will provide administrative support to Pinion Wealth Management advisors, minimize scheduling issues and conflicts, and ensure efficient day-to-day operations. The successful candidate will produce high client satisfaction rates through excellent customer service, a prompt follow-up to client issues, and proactive problem-solving.

    Responsibilities:

    What you will be doing:

    • Answer phones, route calls, and distribute messages.
    • Schedule, calendar, and manage tasks and activities in CRM and team members calendars.
    • Manage incoming and outgoing communications (telephone, email, and faxes).
    • Provide general office support (photocopying, faxing, filing, office errands, creating documents, etc.)
    • Review, sort and distribute incoming mail.
    • Manage client touches and birthday process, cards, and gifts.
    • Complete operations and client service tasks as requested, and train to be competent in all areas over time.
    • Supervise the maintenance of client and office files.
    • Complete backup duties, requests, and additional projects as assigned.
    Qualifications:

    What youll need for this position:

    • 3+ years of experience in administrative support required, wealth management industry preferred
    • Comfort navigating new technology tools, and demonstrated proficiency in MS Office Suite
    • Strong math and analytical skills
    • Excellent oral and written communication, interpersonal and organizational skills
    • Effective follow-up skills and ability to meet deadlines without prompting
    • Great attention to detail and a commitment to confidentiality
    • Self-motivated with the ability to work well both independently and under direction

    Bonus:

    • Notary Public certification, or the ability to obtain
    • Series 7 and 65 licenses, or the ability to obtain in the future

    Whats in it for you:

    • People-centered culture, with fun as part of our core firm values
    • Robust training and development program designed to help you discover your distinct abilities and use them to grow yourself and the firm
    • More freedom to explore your areas of interest
    • Pinion offers a competitive compensation and excellent benefits package, including health, dental, vision, life and disability insurance, 401k, profit sharing, holidays, flexible work arrangements, and paid leave.

    In some states and municipalities, Pinion is required by law to include a reasonable estimate for range of compensation. When making compensation decisions, Pinion takes into account a variety of factors including but not limited to experience, skills, certifications/licenses, and geographic location. The wide range for this role reasonably accounts for these factors. Specific compensation decisions are made based on the facts and circumstances of each case. A reasonable estimate of the current range is $ per hour.

    Pinion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

    Attest services are provided by KCoe Isom, LLP, a licensed CPA firm.

    #LI-ONSITE

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