Client Service Representative
Department: Support Team
Location: Florida
The Client Service Representative plays a critical role in providing exceptional customer service to our valued clients. This role is responsible for managing day-to-day client interactions, ensuring a seamless and positive experience across a wide range of administrative and support functions. The ideal candidate will have strong organizational skills, a client-centric focus, and be comfortable working in a dynamic financial services environment.
Key Responsibilities
Client Communication:
- Answer incoming client calls and emails promptly, addressing inquiries and concerns professionally.
- Follow up on client requests and outstanding service items in a timely manner.
- Proactively update clients regarding the status of their requests or pending actions.
Administrative Support:
- Schedule client appointments, and facilitate introductions to CPAs, Estate Attorneys, or other professionals as needed.
- Prepare and print all necessary file documentation for advisor’s daily client interactions.
- Assist clients in reallocating existing 401(k) accounts, following the advisor’s recommended allocation models.
- Process withdrawal requests accurately, and diligently track their completion.
Data Management:
- Maintain accurate and updated client records, ensuring confidentiality and organization.
Collaboration:
- Facilitate smooth communication between the financial advisor and clients, acting as a reliable liaison.
Cooperate with other departments or team members to resolve client issues or meet special requests.