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About the Role
MUST HAVES:
+ Minimum 3 years Client Services support experience
+ Experience handling time sensitive reports
+ Proven experience making quick, informed decisions under pressure
+ Strong proficiency in Microsoft Office – Excel and Outlook
+ Strong Interpersonal/Customer Service Skills (experience using phones is ideal)
+ High School Diploma
Job Summary: We are seeking a highly organized and
service-oriented contractor to join our operations team. This role involves
handling time-sensitive daily reports, managing sensitive client information,
and providing exceptional service to high-net-worth clients and financial
advisors. The ideal candidate will be a quick thinker, a strong communicator,
and a collaborative team player.
Essential Duties &
Responsibilities:
+ Process and manage daily operational reports with strict deadlines.
+ Handle confidential and sensitive...
+ Minimum 3 years Client Services support experience
+ Experience handling time sensitive reports
+ Proven experience making quick, informed decisions under pressure
+ Strong proficiency in Microsoft Office – Excel and Outlook
+ Strong Interpersonal/Customer Service Skills (experience using phones is ideal)
+ High School Diploma
Job Summary: We are seeking a highly organized and
service-oriented contractor to join our operations team. This role involves
handling time-sensitive daily reports, managing sensitive client information,
and providing exceptional service to high-net-worth clients and financial
advisors. The ideal candidate will be a quick thinker, a strong communicator,
and a collaborative team player.
Essential Duties &
Responsibilities:
+ Process and manage daily operational reports with strict deadlines.
+ Handle confidential and sensitive...
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