Client Service Specialist
Skills
- Excellent communication skills
- Strong organizational skills
- Finance knowledge
- Proficiency in Microsoft Office
- Client-focused approach
Responsibilities
- Provide comprehensive client service and support for advisors.
- Manage client account activities and ensure accuracy of documentation.
- Prepare for client meetings and assist in administrative tasks.
- Monitor client account activity and resolve issues.
- Organize and maintain client paperwork.
Education
- Associate degree minimum
Benefits
- Competitive salary
- Performance-based bonus
- 401(k) plan
- Medical and dental insurance
- Paid vacation and professional growth opportunities
Average salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
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