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Posted: Saturday, September 23, 2017 4:35 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 www.ehshumfinancial.com

Source: http://www.juju.com/jad/00000000cyeh8i?partnerid=af0e5911314cbc501beebaca7889739d&exported=True&hosted_timestamp=0042a345f27ac5dcfee7cd666b8a2f9b7f85f4ae875dfbd346ca2b0141bc9404


• Location: San Mateo

• Post ID: 82913047 sanmateo
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