What are the responsibilities and job description for the Client Services Assistant position at Hull Wealth Management?
Company Description
Hull Wealth Management is an independent investment advisor based in Murfreesboro, Tennessee. The firm specializes in providing personalized financial guidance for individuals, business owners, and those approaching retirement. With a client-first approach, Hull Wealth Management is dedicated to helping clients achieve their wealth goals.
Role Description
We are seeking a full-time Client Services Assistant to join our team. This is an on-site role where you will support our clients and ensure their needs are met with precision and care. Day-to-day responsibilities include assisting with administrative tasks, providing timely and professional customer service, resolving client inquiries, and maintaining strong communication to enhance client satisfaction. This role requires a high level of organization and interpersonal skills to ensure seamless client interactions and operational efficiency.
Qualifications
- Strong interpersonal skills and the ability to develop positive relationships with clients and team members.
- Clear and effective communication skills, both verbal and written, to ensure client satisfaction and efficient team collaboration.
- Proficiency in providing exceptional customer service and a commitment to addressing client needs effectively.
- Experience in administrative assistance and organization to manage day-to-day operational tasks efficiently.
- Attention to detail, problem-solving skills, and ability to multi-task in a fast-paced environment.
- Proficiency in office software such as Microsoft Office Suite is a plus and strong aptitude to learn industry specific software.
- Ability to efficiently manage and prioritize operational tasks assigned and requested from clients and team members.
- Previous experience in a financial services or client-centric environment is an advantage.