Client Services Associate Position Available In Brevard, Florida
Tallo's Job Summary: Client Services Associate needed at Johns Brothers Financial in Viera, FL. The full-time position offers an estimated salary of $45K - $59.2K a year, with benefits including dental insurance, tuition reimbursement, and paid time off. Qualifications include CRM software proficiency, financial concepts knowledge, and excellent communication skills. Responsibilities include administrative support, client communication, and financial meeting preparation. Extensive computer skills required.
Job Description
Client Services Associate Johns Brothers Financial – 4.0
Viera, FL Job Details Full-time Estimated:
$45K – $59.2K a year 18 hours ago Benefits Dental insurance Tuition reimbursement Paid time off Vision insurance Retirement plan Qualifications CRM software Microsoft Excel Microsoft Outlook Mid-level Microsoft Office Financial concepts Customer relationship management Computer skills Financial services Communication skills Full Job Description Searching for a Client Services Associate to provide administrative and secretarial support to Financial Advisors through tasks related to organization and communication. Preference for individuals with background in the financial industry, however, a willingness, eagerness and ability to learn is acceptable. Strong organizational and communication skills are required. Examples of initial duties and responsibilities include, but are not limited to, the following: answering/screening incoming phone calls; attending to office visitors/clients; clerical/secretarial duties (copying, faxing, mailing and etc., as well as receiving and sorting incoming mail); filing documents in our filing system; maintaining office supplies/equipment; assisting in daily office operations; managing general administrative activities; and assisting with confidential communications with clients. As time progresses, this position has expected growth and development opportunities into more substantive client financial matters such as: financial meeting preparation (including extensive use of Excel, generating financial reports, utilizing various software platforms, and Customer Relationship Management software), communications with investment companies, and presentation of materials to advisors. This position requires extensive use of computers, phones and technology. Computer skills and knowledge of Microsoft Office and Adobe software are required.
Job Type:
Full-time Benefits:
Dental insurance Paid time off Retirement plan Tuition reimbursement Vision insurance
Schedule:
8 hour shift Monday to
Friday Experience:
Microsoft Office:
3 years (Preferred)
Adobe:
3 years (Preferred)
Work Location:
In person
