What are the responsibilities and job description for the Business Support Specialist position at Strategic Wealth Designers?
Requirements:
To succeed in this role, you should possess excellent written and oral communication skills, superior client relations skills, and the ability to work independently with minimal supervision. Proficiency in Microsoft Office Suite and experience with CRM systems are highly desirable. If you are a motivated and organized individual with a passion for delivering exceptional customer service, we encourage you to apply.
Duties and Responsibilities:
To succeed in this role, you should possess excellent written and oral communication skills, superior client relations skills, and the ability to work independently with minimal supervision. Proficiency in Microsoft Office Suite and experience with CRM systems are highly desirable. If you are a motivated and organized individual with a passion for delivering exceptional customer service, we encourage you to apply.
Duties and Responsibilities:
- Assist with preparation of proposals in formatting and printing.
- Research and input prospect data into CRM systems, providing executive summaries of findings.
- Exceed expectations at any level of task, demonstrating a strong working relationship with our growing team.
- Showcase your ability to complete tasks with little or no supervision in our fast-paced environment.
