What are the responsibilities and job description for the Client Services Associate position at Virtual?
Our client located in Brentwood, TN is seeking a Client Services Associate to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the financial industry!
The Client Services Associate is a direct hire opportunity , with a fully onsite schedule.
Responsibilities :
- Interact daily on the phone and in person with prospective and existing clients while maintaining a professional image.
- Schedule and coordinate meetings and appointments, while managing and frequently representing the Advisors across all communication platforms.
- Create and maintain records, files, reports, and databases utilizing the Client Relationship Management platform.
- Coordinate travel arrangements for the executive advisor.
- Generate weekly reports; prepare cards and other mailings for signing and distribution.
- Complete cross-training and assist with other operational functions as required.
Qualifications :
Benefits / Culture :
Job Title : Client Services Associate
Opportunity : Direct Hire
Location : Onsite Brentwood
Salary : $55k-$80k D.O.E.
Salary : $55,000 - $80,000
