Client Service Specialist
Job Type: Accounting/Finance, Administrative/Customer Service, Professional Services
Don’t miss the opportunity to work as a Client Service Specialist for a Triangle area financial services firm!
What You’ll Get:
As Client Service Specialist, you will receive competitive compensation, 401k w/match, HSA account, health insurance (100 % paid for employee), PTO, vacation, holidays, and opportunity to earn an additional 1 month off every five years.
What We Want:
As a Client Service Specialist, you are highly customer focused with excellent communication skills. You excel in a fast-paced environment while multi-tasking and problem solving. As a Client Service Specialist, you will have bachelor’s degree in business, finance, or another field relevant to the professional service industry. Ideally, you will possess previous work experience in a client service role. As Client Service Specialist, you are a notary public or willing to become a notary public. Previous experience with DocuSign, CRM software, and/or SharePoint is a plus.
What You’ll Do:
As a Client Service Specialist, you are responsible for supporting financial advisors by providing a number of administrative and support functions. As the Client Service Specialist, you will provide outstanding customer service by handling inbound and outbound calls, emails, and faxes as it relates to the product ordering experience. Your duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests.
Who We Are:
Innovative Talent Solutions is an established firm with over 20 years of combined experience in the staffing industry. ITS is a firm companies, candidates and employees trust. Job seekers depend on ITS to start and finish their job search because we make it priority to get to know our candidates, bringing out the best in them and finding the ideal position for their skills and expertise.
“The dedicated staff at Innovative Talent Solutions is determined to place candidates in a position where they can excel and make an impact in the workplace. They act as a mentor during the interview and hiring process. Once ITS places you in a position, they continue to monitor your progress with weekly check-ins. I am employed at an outstanding company thanks to ITS.”- Amanda W.
Apply Today!!
Innovative Talent Solutions (ITS) is an Equal Employment Opportunity (EEO) employer and prohibits employment discrimination for employees and applicants based on, but not limited to, age, race, color, sex (including pregnancy, gender identity, and sexual orientation), national origin, religion, disability, or protected veteran status.