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Rochester

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

    FIG Talent Solutions
    FIG Talent Solutions Rochester, United States

    1 week ago

    Default job background
    Accounting / Finance
    Description

    JOIN OUR TEAM TODAY

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

    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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