What are the responsibilities and job description for the Client Services Associate position at Dayton and Sydney?
Client Services Associate Job Description:
Role Overview:
- Operations and Administrative for a successful financial planning team.
- Opportunity for long-term growth and success.
Key Responsibilities:
- Complete and process client applications efficiently.
- Provide excellent service to existing clients.
- Communicate effectively with financial advisors and service centers.
- Maintain clear and professional communication with both existing and new clients.
Required Skills and Qualifications:
- Strong interpersonal skills with the ability to build and maintain relationships.
- Proficiency in Microsoft Outlook and general understanding of Microsoft Office Suite.
- Experience with Salesforce is a plus, but not mandatory.
- Excellent organizational and multitasking abilities.
Preferred Attributes:
- Personable and adaptable in a dynamic work environment.
- Detail-oriented with a focus on accuracy and efficiency.
- Team player mentality and attitude.
Benefits:
- Work alongside a family oriented and supportive team.
- Opportunities for professional development and career advancement.
- Additional benefits will be discussed during interview.