What are the responsibilities and job description for the Client Services Representative position at Joseph P. Lucia & Associates LLC?
Joseph P. Lucia & Associates, LLC is an independent financial advisory firm that prioritizes the best interests of its clients. By tailoring strategies to individual needs, the firm begins each client relationship with active listening and personalized planning. Using the robust custodial services of Charles Schwab Institutional, the firm develops portfolios aligned with unique financial goals while offering stability and trusted service. With a commitment to customized approaches, Joseph P. Lucia & Associates ensures each client receives a fresh perspective and dedicated guidance.
This is a full-time, on-site role located in Yorktown Heights, NY, for a Client Services Representative. The role involves providing exceptional customer service to clients, addressing inquiries, and ensuring client satisfaction. Responsibilities include facilitating communication with clients, supporting financial services operations, resolving client issues, and maintaining detailed records of interactions. The role also requires staying informed on financial principles to provide accurate and timely guidance to clients.
- Expertise in Client Services and Customer Service, with a strong focus on ensuring client satisfaction
- Strong Communication skills, including the ability to interact professionally and effectively with clients and team members
- Basic knowledge or experience in Finance to provide informed support for financial products and services
- Strong organizational and time management skills
- Problem-solving abilities and a customer-focused approach
- Proficiency with office software and CRM systems is a plus
- Previous experience in a financial services environment is preferred but not mandatory
- Bachelor's degree in finance, business, or related field is advantageous but not required