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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


• Location: San Mateo

• Post ID: 83021097 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