Remote Client Services Specialist

Responsive recruiter

Description:

This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support and case management for financial advisors. The work is primarily back-office assistance and could include client-facing support. This is a full-time position with a flexible work schedule. Remote work is possible for the right candidate following in-person training in our Cranston RI office. This position could also be part-time with the right candidate.
Responsibilities:

Client Care

· Review, prepare documents and update client information as needed for client review meetings
· Manage and resolve client service problems
· Perform other allowable duties as assigned by the financial advisor(s)
· Set up and maintain client management system
· Call clients or prospect...