Client Services Representative
pinnacle partnersIndianapolis, IN
Client Services Representative
pinnacle partnersIndianapolis, INMid L4
Office Clerks, GeneralFinancial Clerks, All OtherSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
APPLY NOWPinnacle Partners is assisting with a search for a Client Service Associate. This is a high level, Client Services/Customer support based position with administrative duties specific to the financial services industry. This is a full time, direct hire opportunity that work primarily in office in downtown Indianapolis. One WFH day per week will be offered. Parking will be fully paid.
Responsibilities:
- Provide support to the Financial Advisor in the form of maintaining detailed documentation on client correspondence in Salesforce
- Gather and verify accuracy and completion of documents
- Follow up with clients on missing documents via email, letters and phone calls
- Assist clients with questions, inquiries and problem solving
- Work heavily with detailed documentation where accuracy is crucial. Documentation will work with numbers, so an aptitude for accounting/numbers is ideal
Qualifications:
- 5+ years of professional level customer service within a corporate setting
- Excellent written and verbal communication skills and a polished presentation
- Proficient in MS Office, and prior experience working with a CRM, Salesforce preferred
- Strong administrative skills, with a history of working with detailed documentation where accuracy is crucial
- Preference for experience out of the financial services industry
- Full benefits package available.
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Level
Mid L4
Location
Indianapolis, IN
Occupation
Office Clerks, General
Industry
Office Administrative Services
Posted
8 days ago