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Client Services Representative

ValueWealth Services, LLC
Annapolis, MD
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

We are seeking a Client Services Representative to join our team! You will be responsible for administratively helping clients and handling their accounts with us and resolving technical issues.


  • Handle client inquiries and complaints
  • Provide information about the clients accounts, including creating client reports
  • Troubleshoot and resolve client issues and concerns
  • Document and update client records
  • Develop and maintain a knowledge base of clients
  • Keeping Client database up to date
  • Answering phones
  • Filing
  • Keeping a calendar for the advisors in the office


  • Previous experience in customer service, sales, or other related fields
  • Ability to build rapport with clients
  • Ability to prioritize and multitask
  • Positive and professional demeanor
  • Excellent written and verbal communication skills
  • MUST have a working knowledge of Microsoft Excel, Word and Outlook
Company Description
This is a Registered Investment Advisory firm.

ValueWealth Services, LLC

This is a Registered Investment Advisory firm.


Annapolis, MD



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