Client Services Representative
ValueWealth Services, LLC
Annapolis, MD
- Expired: over a month ago. Applications are no longer accepted.
Job DescriptionCompany 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.
Responsibilities:
- 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
Qualifications:
- 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
This is a Registered Investment Advisory firm.
ValueWealth Services, LLC
This is a Registered Investment Advisory firm.
Address
Annapolis, MD
USA
Industry
Business
View all jobs at ValueWealth Services, LLC