Client Relations / Executive Asst.


Description

Great career opportunity to join a highly respected employer that offers a complete competitive salary and benefit package. The Client Service Associate enhances the client experience by providing exceptional customer service supporting office functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Managers. The Client Service Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with new and existing clients.


Qualifications

  • DUTIES and RESPONSIBILITIES: • Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date • Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, online access and cash management offerings, that support clients’ needs • Onboard new client accounts, which includes the collection of required documentation and client information • Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Managers • Proactively participate in firm initiatives directed by local management • Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness • Perform administrative duties that support Managers in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
  • Degree desired • Highly organized individual with strong attention to detail, sense of urgency and ability to multi-task. • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills. • Ability to handle confidential materials in a professional manner. • Effective communication and interpersonal skills (both written and verbal). • Ability to work on a team. • Strong analytical skills and ability to interpret.
  • Email resume in strict confidence to: john@personestaffing.com