Working closely with our senior management, this position will primarily provide client relationship management services with a focus on customer service. This role will also include addressing client issues/questions as they arise and providing problem resolution as needed.

Core Responsibilities May Include:

• Oversee Help Desk effectiveness across all firm systems including portal management, client requests, client database updates, continuing education registrations, etc.
• Oversee client set-ups and projects for new clients
• Scheduling Meetings

A minimum of two years of relevant customer service experience required.

Associates or bachelor's degrees strongly preferred

• Proven work experience as a Receptionist, Front Office Representative or similar role
• Proficiency in Microsoft Office Suite
• Hands-on experience with office equipment (e.g. fax machines and printers)
• Professional attitude and appearance
• Solid written and verbal communication skills
• Ability to be resourceful and proactive when issues arise
• Excellent organizational skills
• Multitasking and time-management skills, with the ability to prioritize tasks
• Customer service attitude
• Commitment to integrity and confidentiality required.