Description

You will serve as the first point of contact for clients, providing exceptional service by handling monetary accounting, addressing inquiries, resolving issues, and maintaining accounts. You'll also coordinate office operations and events to create a positive environment for clients and team members.

Requirements

• Experience in client service or financial services preferred
• Strong communication and problem-solving skills
• Ability to work in a hybrid environment with up to 50% remote
• Proficiency with office software and online platforms
• Attention to detail and organizational skills

Responsibilities

• Serve as first point of contact for clients and build strong relationships
• Perform monetary accounting activities and address client inquiries
• Resolve issues, maintain accounts, and provide portfolio servicing
• Coordinate office operations and events for a positive environment
• Provide front-line customer service via phone, online, and in-person