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Posted: Saturday, September 23, 2017 6:55 AM

Job Description Currently we are seeking a Full or Part Time Customer Service Representative for an Independent Financial Planning firm. Our Customer Service Representative will pursue this mission through: Greeting our clients and prospects as they arrive at the office Delivering unparalleled value, outstanding service and providing a positive client experience Assisting the Advisor and Operations staff with meeting our client's needs The Ideal Candidate will · A team-player · Have an out-going personality, be friendly, and someone willing to go the extra-mile to get things done. · Positive attitude. · Be dependable and able to multi-task · Must have interest in Finance RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO: · Front desk duties (phone / greeting) with clients and visitors · Managing incoming and outgoing communications (telephone, mail, email, fax, scans) · Responding to client inquiries and requests · Data entry – in charge of customer information system management (CRM) · Set up new accounts, maintain existing accounts, run client reports, and on board new prospects and clients. · Communicate with custodians, and brokers to resolve issues. · Organize and file custodian statements and trade confirmations. · Participating in staff meetings and client events · Seminar assistance (occasional evenings) · Maintaining office filing and storage systems · Helping with office upkeep and maintaining supplies Minor Duties: Assist the Marketing Staff with seminars and special events Qualifications: · Very Proficient in Office Suite Applications (Word, Excel, Power Point) – Excel a must! · 1-year office experience working with the public · 2 years college degree and/or equivalent work experience · Common sense and cheerful attitude · First-Class work ethic · Occasional evenings (1-2 times per month) · Must have a car for seminars and events Open to Full or Part Time. PLEASE EMAIL YOUR RESUME VIA WORD ATTACHMENT Company Description


• Location: San Mateo

• Post ID: 82922822 sanmateo is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017