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Posted: Saturday, September 2, 2017 8:01 PM

Job Description:/h3:
Currently we are seeking a Full or Part Time
Customer Service Representative for an Independent Financial Planning firm.

Our Customer Service Representative will pursue this mission through:

* Greeting our clients and prospects as they arrive at the office
* Delivering unparalleled value, outstanding service and providing a positive client experience
* Assisting the Advisor and Operations staff with meeting our clients needs

The Ideal Candidate will

A team:player
Have an out:going personality, be friendly, and someone willing to go the extra:mile to get things done.
Positive attitude.
Be dependable and able to multi:task
Must have interest in Finance


RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO:
Front desk duties (phone / greeting) with clients and visitors
Managing incoming and outgoing communications (telephone, mail, email, fax, scans)
Responding to client inquiries and requests
Data entry : in charge of customer information system management (CRM)
Set up new accounts, maintain existing accounts, run client reports, and on board new prospects and clients.
Communicate with custodians, and brokers to resolve issues.
Organize and file custodian statements and trade confirmations.
Participating in staff meetings and client events
Seminar assistance (occasional evenings)
Maintaining office filing and storage systems
Helping with office upkeep and maintaining supplies

Minor Duties:
Assist the Marketing Staff with seminars and special events

Qualifications:
Very Proficient in Office Suite Applications (Word, Excel, Power Point) : Excel a must
1:year office experience working with the public
2 years college degree and/or equivalent work experience
Common sense and cheerful attitude
First:Class work ethic
Occasional evenings (1:2 times per month)
Must have a car for seminars and events

Open to Full or Part Time.


*** Apply YOUR RESUME VIA WORD ATTACHMENT***
Company Description:/h3:
ehshumfinancial

Source: https://www.tiptopjob.com/jobs/71606053_job.asp?source=backpage


• Location: San Francisco

• Post ID: 80914657 sf
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