Job Summary: 

• Assist clients through the virtual tax preparation experience handling technical issues, tax filing procedural questions, scheduling and planning, client messaging, and task completion while also supporting various tax advisor activities. 
• Handle inbound calls during the assigned weekly schedule. 
• Serve as the first responder to technology issues and filing questions
• Answer client escalations and exercise decision-making ability to escalate to the manager and pursue resolution through the client portal and/or phone calls. 
• Be responsible for client follow-up after their initial inquiry to maximize conversion to a paid client. 
• Processing, filing, and scanning general administrative words. 
• Maintain CRM records for Expat clients. 
• Effectively adhere to Department and Company guidelines and procedures, including The Code of Business Ethics and Conduct, company values, attendance, client standards, schedule adherence, performance expectations and corporate/department policies.  

Skills on Resume: 

• Technical Proficiency (Hard Skills)
• Client Service Orientation (Soft Skills)
• Communication Skills (Soft Skills)
• Problem-Solving Skills (Hard Skills)
• Decision-Making Ability (Hard Skills)
• Organization and Time Management (Hard Skills)
• Administrative Skills (Hard Skills)
• Adherence to Guidelines and Policies (Hard Skills)

Job Summary: 

• Answer incoming phone calls and act as the first point of contact for clients regarding questions, scheduling, and requests to speak to the financial advisor.
• Schedule client meetings and maintain the company calendar.
• Maintain and update the CRM database.
• Prepare account applications and other account forms, and review to ensure accuracy.
• Act as liaison between the client and financial custodian when questions or issues arise regarding client accounts.
• Greet clients when they arrive at the office for a meeting.
• Participate in meetings with the advisors and clients and keep detailed notes of topics discussed.
• Assist with the preparation of quarterly client reports.
• Utilize various software and computer programs including CRM database, Microsoft Office Suite, Quickbooks, and Adobe Acrobat.
• Make changes to the company website
• Assist with planning and coordinating client events.
• Manage accounts payable and receivable in Quickbooks.
• Reconcile bank account statements in Quickbooks.
• Scan paper files into a paperless filing system.

Skills on Resume: 

• Communication Skills (Soft Skills)
• Organizational Skills (Hard Skills)
• CRM Management (Hard Skills)
• Attention to Detail (Hard Skills)
• Client Relationship Management (Soft Skills)
• Meeting Coordination and Note-Taking (Hard Skills)
• Technical Proficiency (Hard Skills)
• Administrative Efficiency (Hard Skills)

Job Summary: 

• Develop sound relationships with new and existing clients.
• Act as the liaison between the client and/or advisor and transactional activities such as opening and funding accounts, facilitating portfolio changes, and money movement.
• Support and collaborate with financial advisors for daily client meetings and calendar activities.
• Proactively provide research and background to advisors to facilitate responses to ad hoc questions and client requests.
• Operate within the Salentica Engage (CRM) application.
• Utilize eMoney financial planning software to update client portal information and generate reports.
• Maintain Black Diamond portfolio management and reporting platform, producing periodic and ad hoc reports.
• Assist clients with online access to their client portal, investment accounts and market data.
• Work in a fast-paced, growth-oriented, and high-volume environment.
• Learn and develop new skills with minimal supervision.

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Transactional Support (Hard Skills)
• Collaboration with Financial Advisors (Soft Skills)
• CRM Application Proficiency (Hard Skills)
• Financial Planning Software Expertise (Hard Skills)
• Portfolio Management and Reporting (Hard Skills)
• Client Portal Assistance (Hard Skills)
• Adaptability and Learning (Soft Skills)

Job Summary: 

• Communicating frequently with clients on updates, information, concerns, and suggestions
• Downloading and entering purchase orders into enterprise software
• Sending quotes to vendors and passing them along to the sales team with suggested markup
• Following up on quotes and orders placed with vendors and updating notes in the system to reflect the order’s current status
• Running daily and weekly reports to ensure all orders have been successfully placed, delivered, and billed on time.
• Sourcing products for the sales team based on client requests
• Conducting welcome calls, walk-throughs, and training of online supply store whenever new clients are onboarded
• Maintain and purchase office supplies.
• Sort, open and distribute incoming mail and create labels and postage for outgoing mail.

Skills on Resume: 

• Effective Communication (Soft Skills)
• Enterprise Software Proficiency (Hard Skills)
• Quoting and Pricing Management (Hard Skills)
• Order Management and Tracking (Hard Skills)
• Report Generation (Hard Skills)
• Product Sourcing (Hard Skills)
• Client Onboarding and Training (Soft Skills)
• Office Management (Hard Skills)

Job Summary: 

• Building a rapport with clients.
• Assisting and supporting the call center and management daily.
• Designing client retention programs.
• Liaising with other departments and managers depending on the project.
• Performing other administrative duties and special projects
• Providing introductory information to new clients.
• Letting clients know about additional products or services.
• Communicate both clearly on the phone and in writing.
• Handle different levels of problem-solving along with attention to detail.
• Think and prioritize under all circumstances.
• Brainstorm to come up with creative ideas.

Skills on Resume: 

• Building Rapport with Clients (Soft Skills)
• Call Center Operations Support  (Hard Skills)
• Client Retention Programs Design (Hard Skills)
• Administrative Duties (Hard Skills)
• Introductory Information Provision to New Clients (Soft Skills)
• Cross-Selling Additional Products/Services (Hard Skills)
• Effective Communication (Soft Skills)

Job Summary: 

• Work cross-functionally within the company to communicate with all stakeholders in customers' success
• Create and maintain relationships with customers to better understand and achieve their needs
• Make visits to customers to identify opportunities for growth within the platform
• Manage all reporting about the health of customers' accounts
• Ongoing management and development of key customers including personal visits, phone calls, email communication, etc.
• Work with management to identify methods and resources for operational or customer service improvements based on customer feedback 
• Maintain and update systems related to customer accounts and business reports
• Manage the onboarding process of new clients
• Assist in implementing financial planning strategies outlined in the investment plan
• Manage the required minimum distribution (RMD) process including calculating the RMDs, notifying clients of the RMDs, processing the RMD, and monitoring the RMDs throughout the year

Skills on Resume: 

• Cross-functional Communication (Soft Skills)
• Customer Relationship Management (Soft Skills)
• Customer Visits and Relationship Building (Soft Skills)
• Account Health Reporting (Hard Skills)
• Key Account Management (Soft Skills)
• Operational Improvement (Hard Skills)
• Systems Management (Hard Skills)
• Client Onboarding (Hard Skills)

Job Summary: 

• Receive and resolve customer issues and concerns in an accurate and timely manner
• Develop new business opportunities in every customer communication.
• Work on sales and marketing campaigns to drive growth and boost customer retention
• Identify opportunities for increased sales from existing or incoming accounts
• Achieve or exceed customer retention targets
• Provide VoC feedback to leadership and Operations, general customer advocate
• Complete campaigns and projects on deadline
• Evaluate the latest industry trends for business growth opportunities
• Stay informed on industry news and events
• Generate customer reports periodically

Skills on Resume: 

• Customer Service Excellence (Soft Skills)
• Business Development (Hard Skills)
• Sales and Marketing Acumen (Hard Skills)
• Account Management (Hard Skills)
• Customer Retention (Soft Skills)
• Voice of Customer (VoC) Advocate (Soft Skills)
• Project Management (Hard Skills)
• Industry Knowledge (Hard Skills)

Job Summary: 

• Run routine reports and conduct preliminary analysis of data
• Work with team members to learn about the client's business, how clients make a profit, the challenges they face, and how to build relationships with clients.
• Become familiar with data analysis and the usage of the company's analytical tools and capabilities.
• Provide clients with standard reports and respond to requests for basic ad hoc reports. 
• Conduct a preliminary analysis of the data
• Participate in client meetings and shadow Client Relationship Managers to develop a sound knowledge of partnership-building
• Coordinate with internal business groups to resolve basic client problems, and improve levels of service to clients
• Learn the systematic problem-solving processes used in Client Service
• Learn the use of company services

Skills on Resume: 

• Data Analysis and Reporting (Hard Skills)
• Client Understanding (Soft Skills)
• Report Generation (Hard Skills)
• Data Analysis Proficiency (Hard Skills)
• Client Interaction (Soft Skills)
• Problem Solving (Hard Skills)
• Collaboration (Soft Skills)
• Service Utilization (Hard Skills)

Job Summary: 

• Primary point person for incoming phone calls, greeting clients, mail distribution, scanning, filing and other day-to-day office management processes
• Work directly with clients, in collaboration with the financial advisors
• Build and maintain strong client relationships
• Become a primary point of contact for service requests from existing clients
• Handle the financial advisor's appointment calendar
• Answer administrative/operational client questions, respond to client requests via email/phone
• Communicate with custodians to resolve issues
• Monitor custodian websites for alerts (i.e. change of address, new account open, transfer notification, restricted account, etc.)
• Take appropriate action to resolve alerts and issues

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Communication Skills (Soft Skills)
• Organizational Skills (Hard Skills)
• Attention to Detail (Hard Skills)
• Problem-Solving Abilities (Hard Skills)
• Office Management (Hard Skills)
• Technical Proficiency (Hard Skills)
• Customer Service Orientation (Soft Skills)

Job Summary: 

• Place trades from advisors or clients, confirm accurate execution of trades and client service requests
• Maintain CRM database by compiling and inputting accurate client account data and details (e.g. contact details, client document filing, etc.)
• Manage client cash needs such as moving money (withdrawals and deposits) and processing contributions and distributions
• Schedule and confirm client and prospective client appointments
• Prepare documents for client review meetings
• Compile reports and presentations for the review meeting
• Pull client folders and review previous meeting notes to ensure information is accurate and up to date
• Prepare letters of instruction and paperwork to complete the recommendations
• Coordinate with outside professionals and internal firm employees to serve the needs of the client (tax season, pledged asset lines, margin)

Skills on Resume: 

• Trade Execution and Confirmation (Hard Skills)
• Client Service Management (Hard Skills)
• CRM Management (Hard Skills)
• Appointment Scheduling (Hard Skills)
• Meeting Preparation (Hard Skills)
• Document Preparation (Hard Skills)
• Coordination Skills (Hard Skills)
• Communication and Collaboration (Soft Skills)

Job Summary: 

• Maintain customer service issues within the ticket tracking system.
• Assist with managing support escalation mailbox to assist with ticket escalation.
• Follow-up of customer service issues consistent with Service Level Agreements (SLAs) or internal workflows and customer service policies and procedures.
• Facilitate communication with strategic/key customers during system delay events.
• Interact with providers and suppliers and provide ongoing support regarding daily operational issues including research, follow-up, reconciliation, and resolution related to virtual card and/or bank transmitted (ACH).
• Cross-training, management and execution of control totals for bank partners.
• Audit cases in support mailbox or queue that need to be escalated to internal teams.
• Analyze support ticket trends and engage with internal team members and external customers to resolve them.
• Identify where we have gaps in support or other internal processes that can be improved based on support tickets logged/ticket tracking and trending.
• Work cross-functionally with the internal team to raise awareness and assist with the prioritization of critical issues for resolution
• Proactive/reactive customer outreach to drive changes with customer community to help further reduce ticket volume
• Proactively develop and maintain Knowledge Articles both for internal and external teams.
• Attend training and support on any new products and services.
• Assist with miscellaneous office responsibilities and daily mail distribution.

Skills on Resume: 

• Customer Service Management (Hard Skills)
• Support Escalation Management (Hard Skills)
• SLA Adherence (Hard Skills)
• Communication Facilitation (Soft Skills)
• Supplier and Provider Interaction (Hard Skills)
• Control Totals Management (Hard Skills)
• Audit and Analysis (Hard Skills)
• Process Improvement (Hard Skills)