Client Services
Company Name:
Excel Partners, Inc.
Description :
Exceptional opportunity to join this prestigious investment management firm in the Norwalk area. The Client Service Assistant plays a key role within this financial sales and service organization and is primarily responsible for the day-to-day administrative support of the team in providing exceptional service to the clients and prospects. The successful Client Service Assistant must be highly organized with sharp time management skills and a keen attention to detail in order to effectively support this fast moving and dynamic relationship team. The ideal candidate for this position will be an experienced administrator who completes tasks in creative and effective ways, while ensuring the efficient operation of the sales and service organization.
Primary
Responsibilities:
Enhanceproficiency of the Service Team by providing general administrative support in the areas of answering and redirecting inbound calls, typing and filing client correspondence, coordinating mailings, maintaining team files, coordinating calendars and meetings, assisting with event planning, facilitating supply orders, mail organization, etc.
Prepare, produce and ship presentation materials and charts (ie.pitchbooks and folders) for meetings with clients and prospects by working closely with other Service Team members (including up to 10 Relationship Officers)/Investment Team colleagues/Compliance to ensure that client needs and expectations are met
Support Relationship Officers in responding to client requests by providing exceptional client service and managing projects effectively
Assist in populating and maintaining client and prospect data and information in our CRM System - Pivotal
Perform client and prospect research, and background information on key members
Maintain and manage Compliance filings and fulfill associated recordkeeping requirements
Provide back-up support to other Client Service Assistants and Sales Associates as necessary
REQUIRED BACKGROUND:
Four-year college degree is required
Minimum two years of relevant experience within a financial services organization
Excellent interpersonal, communication, telephonic and organizational skills
Strong attention to detail and commitment to excellence in work product
Desire to work in team environment; strong work ethic; willingness to work after hours as necessary
Understands the Customer and Customer Focus
Proficient use of Adobe Acrobat and Microsoft Office applications including Word, Excel Outlook and PowerPoint; accuracy and attention to detail are required
Proactive hands-on attitude and ability to handle multiple responsibilities concurrently
This company offers excellent benefits and balanced work enviorement. For immediate consideration, please submit confidential resume.
Requirements :
Requirement - Degree: Bachelor's Degree Requirement - Industry: Financial Services Requirement -
Experience: 2 - 10
Job # : 523236
Title : Client Services
Location : Fairfield County
Salary Range : $55,000.00 - $57,000.00
Position : Client Services
Job Type : Permanent
Post Date : 01/21/2015Estimated Salary: $20 to $28 per hour based on qualifications.
Excel Partners, Inc.
Description :
Exceptional opportunity to join this prestigious investment management firm in the Norwalk area. The Client Service Assistant plays a key role within this financial sales and service organization and is primarily responsible for the day-to-day administrative support of the team in providing exceptional service to the clients and prospects. The successful Client Service Assistant must be highly organized with sharp time management skills and a keen attention to detail in order to effectively support this fast moving and dynamic relationship team. The ideal candidate for this position will be an experienced administrator who completes tasks in creative and effective ways, while ensuring the efficient operation of the sales and service organization.
Primary
Responsibilities:
Enhanceproficiency of the Service Team by providing general administrative support in the areas of answering and redirecting inbound calls, typing and filing client correspondence, coordinating mailings, maintaining team files, coordinating calendars and meetings, assisting with event planning, facilitating supply orders, mail organization, etc.
Prepare, produce and ship presentation materials and charts (ie.pitchbooks and folders) for meetings with clients and prospects by working closely with other Service Team members (including up to 10 Relationship Officers)/Investment Team colleagues/Compliance to ensure that client needs and expectations are met
Support Relationship Officers in responding to client requests by providing exceptional client service and managing projects effectively
Assist in populating and maintaining client and prospect data and information in our CRM System - Pivotal
Perform client and prospect research, and background information on key members
Maintain and manage Compliance filings and fulfill associated recordkeeping requirements
Provide back-up support to other Client Service Assistants and Sales Associates as necessary
REQUIRED BACKGROUND:
Four-year college degree is required
Minimum two years of relevant experience within a financial services organization
Excellent interpersonal, communication, telephonic and organizational skills
Strong attention to detail and commitment to excellence in work product
Desire to work in team environment; strong work ethic; willingness to work after hours as necessary
Understands the Customer and Customer Focus
Proficient use of Adobe Acrobat and Microsoft Office applications including Word, Excel Outlook and PowerPoint; accuracy and attention to detail are required
Proactive hands-on attitude and ability to handle multiple responsibilities concurrently
This company offers excellent benefits and balanced work enviorement. For immediate consideration, please submit confidential resume.
Requirements :
Requirement - Degree: Bachelor's Degree Requirement - Industry: Financial Services Requirement -
Experience: 2 - 10
Job # : 523236
Title : Client Services
Location : Fairfield County
Salary Range : $55,000.00 - $57,000.00
Position : Client Services
Job Type : Permanent
Post Date : 01/21/2015Estimated Salary: $20 to $28 per hour based on qualifications.
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