Client Services Representative - Confidential

Responsibilities:

Partner with team members to ensure clients experience smooth and effortless service.
Handle 20 to 35 inbound calls daily and respond to approximately ten inbound emails each day.
Keep a log of communications with the field, custodians, and vendors.
Exhibit energy, empathy, and problem-solving abilities in client interactions.
Maintain professionalism, accountability, customer focus, and teamwork.
Proactively consult with Investment Advisors and their staff, sharing knowledge, offering efficiency training, and providing education to help them manage and grow their business.
Collaborate with other support and processing departments to resolve complex inquiries.

Skills:

Demonstrated passion for service and financial markets with a strong client focus and the desire to build relationships.
Ability to use active listening skills and non-verbal cues to understand client needs and motivations; empathetic and sensitive to client concerns; able to exercise good judgment and take action to meet client objectives.
Quick to learn new technology and able to utilize various systems to proactively identify solutions for the firm.

Confidential

06/18/2024

all cities,TX