Client Services Officer delivering customer service in ethical investment management contact center. Engaging with members and resolving inquiries in a fast - paced environment.
About the role
- Client Service Associate providing proactive administrative support to the DC office and client matters. Engaging in daily transaction processing and coordinating meetings as needed.
Responsibilities
- Provide proactive administrative and analytical support to the DC office, the Regional Director, and other office professionals
- Act as an initial point of contact for client inquiries and team communications
- Independently handle certain routine to moderately complex client matters and undertake research or take needed action to resolve issues
- Serve as direct back-up to other team/office support professionals to provide team-based coverage
- Daily transaction processing
- Securities transfers, cash and check requests, gifts, deposits, routine client information requests, and updating client information
- Monitor and review daily reports for accuracy, action items, resolution, and follow-up
- Coordinate client meetings, including scheduling, dining arrangements, travel, security, and other related activities
- Assist in the reception of client guests, and answer office phones as needed
- Communicate with clients in a professional and pleasant manner; maintain confidentiality and discretion in all client and professional interactions
- Manage the daily schedule and prepare client meeting materials
- Assist with the preparation of presentation materials for meetings in collaboration with relationship teams
- Ensure the cleanliness and overall appearance of the office including meeting rooms and reception area
- Draft professional written correspondence
- Assist business development team with research, mailings, data input, and correspondence
- Partner with Office Services and order supplies
- Coordinate with property manager and staff for on-site visits, maintenance, etc.
Requirements
- Bachelor’s degree or equivalent experience required
- Minimum of three years of relevant work experience in a financial services environment is preferred.
- Excellent verbal and written communication skills
- Proven ability to maintain confidentiality and discretion
- Mastery of Microsoft Office and ability to adapt to IT applications as needed
- Knowledge of Client Relationship Management (CRM) system is required; Salesforce.com is preferred
- Motivated with professional presence
- Able to be proactive and anticipate needs
- Proven organizational, multi-tasking, and problem-solving skills
- Proven ability to work well under pressure
- Accuracy and attention to detail.
Benefits
- Competitive health and welfare benefits, including company HSA contributions
- Numerous voluntary benefit choices available
- Superior 401k match
- Tuition reimbursement
- Company subsidized commuter benefits
- Generous paid time off, including parental leave
- Plus more!
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