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Posted: Sunday, September 24, 2017 3:30 AM

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

Source: http://www.juju.com/jad/00000000cyc2dm?partnerid=af0e5911314cbc501beebaca7889739d&exported=True&hosted_timestamp=0042a345f27ac5dcfee7cd666b8a2f9b7f85f4ae875dfbd346ca2b0141bc9404


• Location: San Mateo

• Post ID: 83021097 sanmateo
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