Client Service Specialist
Klein Financial Corp. - Valley Stream, NY

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Immediate opening for a client service specialist at a boutique financial services company located on Long Island, NY. Responsibilities include: assisting investment representatives and senior staff in the areas of administration, business processing and client service. The successful candidate must possess excellent communication, organizational, computer and customer service skills. As well as be a self-starter having strong initiative, strong attention to detail and excellent follow through skills.

Job Duties and Tasks

  • Answering phones
  • Copying and faxing information
  • Preparing in depth spreadsheets
  • Organize, coordinate, prepare and process client paperwork
  • Run billing on a quarterly basis
  • Update CRM system
  • Set up and maintain files – both paper and electronic
  • Ad-hoc projects as needed

Qualifications and Requirements

  • College Degree
  • Previous financial services experience preferred
  • Administrative & customer service experience
  • Proficient in Microsoft Office programs, including advanced skills with Microsoft Excel
  • Knowledge of CRM's
  • Strong written and verbal communication
  • Must be a self starter and able to take initiative
  • Ability to communicate with co-workers, clients, and various business contacts in a courteous and professional manner
  • Ability to pay close attention to detail, work under pressure and meet deadlines