Pence Financial Group
Client Service Specialist
Pence Financial Group - Alexandria, Virginia, us, 22350
Work at Pence Financial Group
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Pence Financial Group provided pay range
This range is provided by Pence Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$50,000.00/yr - $65,000.00/yr Do you desire to be part of a nation-wide company that has a “family business” environment? If so, Pence Financial Group is the place for you. As a Client Service Specialist, you will be the primary contact person for the team. Your objective is to ensure all parties have a positive experience as you service client accounts and provide support to our advisors and their team. Attention to detail and a professional demeanor are imperative to success. As you succeed in your primary duties and excel at articulating the values and principles of our firm, your role will continue to expand. You will assist in performing the daily operational functions of an extremely fast-paced office environment, as well as managing client relationships on the firm level. Time management, versatility and adaptability in a constantly evolving and high-pressure environment are imperative. Responsibilities: Coordinate all schedule logistics for prospects & clients as they meet with advisors Prepare and process new account paperwork Process service requests for clients Prepare correspondence Maintain client files Prepare/process paperwork, service requests, and back-office support as needed Work with team to ensure client experience Complete various projects and administrative functions, as assigned Thorough follow-thru on all tasks assigned Assist with client events, as needed Ability to travel to assist other locations, as needed Other duties as assigned Required Qualifications: Outstanding organizational and time management skills Ability to proactively assess situations and work/think independently Experience working with a Customer Relationship Management (CRM) system – preferably SalesForce Excellent phone skills Excellent written and verbal communication skills College degree or equivalent experience preferred Military experience a plus Full time in office position located in Alexandria, VA Hours are 8:30 AM – 5:00 PM Monday-Friday Seniority level
Entry level Employment type
Full-time
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This range is provided by Pence Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$50,000.00/yr - $65,000.00/yr Do you desire to be part of a nation-wide company that has a “family business” environment? If so, Pence Financial Group is the place for you. As a Client Service Specialist, you will be the primary contact person for the team. Your objective is to ensure all parties have a positive experience as you service client accounts and provide support to our advisors and their team. Attention to detail and a professional demeanor are imperative to success. As you succeed in your primary duties and excel at articulating the values and principles of our firm, your role will continue to expand. You will assist in performing the daily operational functions of an extremely fast-paced office environment, as well as managing client relationships on the firm level. Time management, versatility and adaptability in a constantly evolving and high-pressure environment are imperative. Responsibilities: Coordinate all schedule logistics for prospects & clients as they meet with advisors Prepare and process new account paperwork Process service requests for clients Prepare correspondence Maintain client files Prepare/process paperwork, service requests, and back-office support as needed Work with team to ensure client experience Complete various projects and administrative functions, as assigned Thorough follow-thru on all tasks assigned Assist with client events, as needed Ability to travel to assist other locations, as needed Other duties as assigned Required Qualifications: Outstanding organizational and time management skills Ability to proactively assess situations and work/think independently Experience working with a Customer Relationship Management (CRM) system – preferably SalesForce Excellent phone skills Excellent written and verbal communication skills College degree or equivalent experience preferred Military experience a plus Full time in office position located in Alexandria, VA Hours are 8:30 AM – 5:00 PM Monday-Friday Seniority level
Entry level Employment type
Full-time
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