What are the responsibilities and job description for the Proactive Client Support Representative position at Delap LLP?
Qualifications
">The ideal candidate will possess a client-first attitude, 2-5 years of prior experience with an investment advisory firm or professional service firm, proficiency in Word, Excel, PowerPoint, Outlook, CRM software (Redtail).
Requirements:
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- Passionate, organized, detail-oriented, and able to multitask. ">
- Solid written and verbal communication skills, a team player, collaborative, and able to work with and through others. ">
- Minimum Associate's Degree. ">
- Ability to work successfully in a small company environment. ">
