Client Services Associate
Beacon Hill Staffing Group, LLC

Job Info

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Client Services Associate - Farmington Hills, MI

This is a part-time, hourly position providing dedicated, high level administrative support to financial advisors. This individual will often be a frequent point of contact with the firm, making him/her a key contributor to client satisfaction. This person will help grow the business further by truly becoming a team member and be a bridge between the financial advisor and the client.

Essential Job Functions:
* Deliver superior client service-troubleshoot problems and serve as a liaison between advisor and client
* Fielding client inquiries and resolving service transactions using thorough research
* Maintain client records in database, including documentation of all client correspondence
* Organizing time: schedule appointments, maintain calendars, and coordinate schedules with other staff and individuals outside the firm, as appropriate
* Processing various client service items including withdrawals, beneficiary changes, etc.
* New accounts support: opening & processing new client paperwork in coordination with team members
* Receptionist duties including answering and routing calls
* Creating a fantastic first impression for visitors
* Various clerical and administrative tasks for all departments
o Assisting with advisor mailings
o Scheduling conference rooms
o Scheduling and maintaining calendars
* Placing orders for office and kitchen supplies
* Retrieving, arranging, reviewing, and distributing incoming mail according to specified procedures

Superpowers Required:
* Highly organized, with absolute attention to detail
* Superior verbal and written communication skills
* Excellent follow-through and communication to team members
* Client-first attitude: ability to interact with clients professionally and timely
* Proven ability to prioritize and handle multiple tasks efficiently
* Self-motivated and demonstration of initiative
* Ability to work in a fast-paced environment
* Excellent problem-solving abilities
* Ability to recommend procedure and reporting to improve effectiveness of the team
* Team player, collaborative, desire to partner with a strong team and make a long-term career investment

Desired Experience:
* 2+ years of customer service experience
* Financial Services experience a plus

Benefits:
* Opportunities to grow
* Educational Opportunities
* Team based work environment
* Salary based upon experience, and any securities or insurance licenses held
* Bonuses awarded based upon team exceeding goals
* 401(k) with employer contribution; eligible after 1 year of employment
* Health & dental insurance coverage partially paid by employer

What Matters Most To Us:
Personality matters as much as how good you are at what you do. We want you to bring it to work and help make the workplace even better. So, we won't be surprised to hear that when people talk about you, they say you are clever, on top of it, able to think ahead, intuitive, passionate and someone people respect and enjoy working with because you make things happen.

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

Company Profile:

Beacon Hill Technologies, a premier National Information Technology Staffing Group, provides world class technology talent across all industries utilizing a complete suite of staffing services. Beacon Hill Technologies' dedicated team of recruiting and staffing experts consistently delivers quality IT professionals to solve our customers' technical and business needs.

Beacon Hill Technologies covers a broad spectrum of IT positions, including Project Management and Business Analysis, Programming/Development, Database, Infrastructure, Quality Assurance, Production/Support and ERP roles.

Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.beaconhillstaffing.com.

We look forward to working with you.

Beacon Hill. Employing the Future™

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