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Client Services Associate - Meridian, United States - Purple Ink LLC
Description
Are you someone who has a gift for building relationships? Do you find yourself excited to manage the daily operations of a company? Do you have a desire to go above and beyond to serve both clients and your team? If so, this could be the right opportunity for you.
The Client Services Associate will play a pivotal role in supporting daily operations.
The right candidate for this role is a go-getter who enjoys challenges and can anticipate the needs of clients and co-workers.
Benefits of the Client Services AssociateSalary of $40,000-$45,000Unlimited PTO PolicyQuarterly BonusesHealth InsuranceLife/Disability Insurance401K Match 3%Profit Share ComponentPension/Cash Balance PlanResponsibilities of the Client Services AssociateReception and Office EnvironmentGreet clients and visitors with a warm and welcoming demeanor.
Field all incoming calls, documenting notes, and directing inquiries to the appropriate team members.Ensure the office environment is always clean, tidy, well-stocked, and presentable.
Client CoordinationAssist in coordinating client meetings, appointments, and event scheduling.
Maintain and update client records and appointments efficiently.
Preparation of and assisting clients in signing financial, tax, estate, and other forms.
Proactively identify ways to enhance the client's experience at every touch point.
Event PlanningLead efforts in the planning and execution of client events & company volunteer days.
Develop and execute internal employee recognition, including birthdays and anniversaries.
Company SupportAttend to the needs of advisors and other team members, assisting with administrative tasks.
Prepare reports, documents, and presentations for advisors as required.
Assist in company-wide initiatives and projects.
Administrative DutiesProvide general administrative support, including data entry, filing, mail/shipping, etc.
Manage office supply inventory.
Qualifications of the Client Services Associate3+ Years experience as an office assistant or in a client-facing role.
Ability to work 8:30 AM to 5:00 PM in the office M-F. Possess and demonstrate the company's core values at all times.
Show integrity and honesty in all situations. Display a professional and positive attitude and demeanor.
Be driven to succeed personally and help the company succeed. This is an Equal Employment Opportunity.#IND