Fleet Client Services Specialist managing customer maintenance transactions lifecycle and providing excellent service. Automating scheduling and communicating with Field Operations to enhance customer experience.
About the role
- Client Service Associate providing exceptional service at Boulay Wealth in a hybrid work environment. Handling client accounts and collaborating with team members for superior client support.
Responsibilities
- Communicate and collaborate with clients and team members to provide excellent service to current and prospective clients.
- Prepare documents for client meetings.
- Research and resolve client and team member questions and issues relating to financial accounts and service requests, collaborating with custodians and team members.
- Execute set-up and transfer of funds for new investment accounts
- Assist with client account administration functions.
- Responsible for accurately handling all aspects of client account opening and maintenance.
- Work directly with custodians to resolve client account issues.
- Utilize CRM system for daily tasks, tracking and documentation of client data, and documenting updates to current assigned work.
Requirements
- College Degree
- 1-2 years of experience working in a client or customer service role
- Strong attention to detail & highly organized
- Possess strong interpersonal skills, a team-based attitude, and a desire to collaborate
- Effective use of technology/software
- Flexible to changing circumstances and client needs
- Desire to provide concierge quality customer service
- Proficient in Microsoft Office Suite with strong attention to detail, ability to learn quickly, and maintain confidentiality.
- Effective communicator with strong multitasking, prioritization, interpersonal skills, and a collaborative, client-focused mindset.
- Preferred: Experience in financial services or a professional services environment involving compliance and adherence to regulations
- Preferred: Experience working with a CRM system
- Preferred: Experience processing paperwork
Benefits
- Flexible Working Hours
- Paid Holidays, PTO, Personal Time
- Remote & Hybrid Work Arrangements
- Mentorship Programs
- Training & Development Programs
- Extensive Benefits Offerings
- Open Doors at All Levels
- Employee Appreciation Activities
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