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    Client Services Associate - Rochester, United States - FIG Talent Solutions

    FIG Talent Solutions
    FIG Talent Solutions Rochester, United States

    4 weeks ago

    Default job background
    Description

    JOIN OUR TEAM TODAY

    One of our leading Financial Planning Offices is expanding operations to better service their growing client base.

    Apply fast, check the full description by scrolling below to find out the full requirements for this role.

    YOUR ROLE:

    As a direct point of contact for prospects and clients, you will be responsible for the delivery of administrative tasks within the office.

    HOW YOU WILL MAKE AN IMPACT:

    • First-line of contact for prospective and current clients of the firm
    • CRM data entry, enter notes, update workflows
    • Inbound and outbound call support
    • Mail and ship packages
    • Upkeep office physical appearance
    • Document and update client records
    • Processing paperwork and client requests
    • Communicate with insurance companies regarding policies
    • Calendar management
    • Meeting & events scheduling and coordination

    WHY YOU ARE THE RIGHT PERSON:

    • 3+ years of experience in an administrative or client services function
    • 1+ years of experience working at a professional services business (accounting, legal, financial planning, etc.)
    • Excellent verbal/written communications skills, computer skills (MS Office), and attention to detail
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