Job Details
We are looking for a Customer Support Specialist to join our team!
A part-time role that could lead to a full-time position in direct support of a financial advisor and their team. You will be interacting with the advisors, clients, and prospective clients. This will be a hybrid work environment with some time in office required a few times each month.
Personal Assistant Duties and Responsibilities:
- Supports advisors by assisting with new client onboarding as well as client service forms.
- Provides scheduling support by calling clients and prospective clients to schedule reviews.
- Provides administrative support.
- Manages a high-volume calendar
- Assist in planning and executing marketing activities
- Coordinate monthly office social events and quarterly volunteer days
- Place calls to service center when needed
[Work Hours & Benefits]
This position will be part time at first, 10-15 hours per week. Starting wage is $15/hour (negotiable based on experience and performance). This role has the ability to add more hours and lead to a full time role based on performance.
Skills List:
- Proven ability to manage a flexible schedule
- Exemplary planning and time management skills
- Outstanding verbal and written communications skills
- Ability to interact with high profile clients and executives
Education, Experience, and Licensing Requirements:
- High school diploma, GED, or equivalent required
- Bachelors degree preferred
- Client services experience a plus
Please apply and attach your resume, we will be in touch soon to schedule initial interviews!