Job Summary:

We are seeking a highly motivated and customer-focused individual to join our team as a Client Services Assistant. As a Client Services Assistant, you will be responsible for providing exceptional customer service and support to our clients. This role requires strong communication skills, the ability to analyze client needs, and the capacity to build and maintain strong client relationships. This is an entry - level position.

Must Haves:

· Professional

· Fast paced workload

· Handling clients as a team

· Attention to detail.

· Ability to work quickly and independently but with a team approach.

Job Description - Client Service Assistant

· Front Office Presence

· Trade Confirmations

· Organizing & Archiving Vendor Transaction Confirmations and Statements

· Client Service Support

· General Office Support

· Maintaining detailed & organized client files (electronic & physical)

· Client Birthday Card Communications

· Password Boss resets / admin

· Outsourced IT - POC

· Redtail CRM – POC

· RMD processor

· General Office Support

· Check Processing

· Website maintenance

· Broadcast emails

· Maintenance of Signature Guarantee Log

· Medicare Letters

· MS Office 365 Suite

If you are a self-motivated individual who thrives in a fast-paced environment and enjoys working closely with clients, we would love to hear from you. Join our team as a Client Service Assistant and contribute to our mission of delivering exceptional service to our valued clients.

Job Type: Full-time

Pay: $35,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to Relocate:

• Phoenix, AZ 85020: Relocate before starting work (Required)

Work Location: In person