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Administrative Assistant – Client Services Team Jobs in Texas

Administrative/Client Services Associate--Hybrid
By Monument Staffing At Greater Boston, United States
Manage client and team requests effectively and accurately, employing outstanding communication (verbal and written)
Prior experience in a financial services setting supporting investors or advisors
Outstanding professional communication skills and strong attention to detail
Great company culture and excellent benefits!
Maintain confidentiality with sensitive financial client information
Provides additional support as needed during tax season

Are you an organized and detail-oriented individual looking to join a dynamic Client Services team? We are looking for an Administrative Assistant to provide administrative support to our Client Services team. You will be responsible for managing client inquiries, scheduling meetings, and providing general administrative support. If you are a team player with excellent communication skills, we want to hear from you!

Overview:

The Administrative Assistant – Client Services Team is responsible for providing administrative support to the Client Services Team. This includes providing assistance with customer service inquiries, scheduling appointments, managing client files, and other administrative tasks.

Detailed Job Description:

The Administrative Assistant – Client Services Team will be responsible for providing administrative support to the Client Services Team. This includes providing assistance with customer service inquiries, scheduling appointments, managing client files, and other administrative tasks. The Administrative Assistant will also be responsible for maintaining accurate records and ensuring that all customer service inquiries are handled in a timely and professional manner.

What is Administrative Assistant – Client Services Team Job Skills Required?

• Excellent customer service skills
• Strong organizational and time management skills
• Ability to multitask and prioritize tasks
• Proficiency in Microsoft Office Suite
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team

What is Administrative Assistant – Client Services Team Job Qualifications?

• High school diploma or equivalent
• Previous administrative experience
• Knowledge of customer service principles and practices

What is Administrative Assistant – Client Services Team Job Knowledge?

• Knowledge of customer service principles and practices
• Knowledge of office procedures and protocols
• Knowledge of Microsoft Office Suite

What is Administrative Assistant – Client Services Team Job Experience?

• Previous administrative experience
• Experience in customer service

What is Administrative Assistant – Client Services Team Job Responsibilities?

• Provide administrative support to the Client Services Team
• Respond to customer service inquiries in a timely and professional manner
• Schedule appointments and manage client files
• Maintain accurate records and ensure that all customer service inquiries are handled in a timely and professional manner
• Assist with other administrative tasks as needed