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Client Relations Specialist

Corpus Christi, TX 78401

Posted: 05/14/2019 Industry: Financial Job Number: 98234
As a Client Services Associate, you will coordinate and perform a range of staff and operational support activities. You will also serve as a liaison with other functional areas, external customers and vendors to help resolve routine administrative and operational problems.
Additional responsibilities of the Client Services Associate include:
Transcribing and preparing correspondence, agendas and documents
Staying up-to-date with modern office management methods and techniques
Operating standard office equipment and using required software applications
Maintaining databases and creating reports using portfolio software programs
Assisting financial advisors with marketing efforts
Receiving and processing securities
Receiving cross-training and assisting with other operational functions as required
Identifying and resolving systemic operational issues
Initiating efficiency and productivity improvements
Assisting with special projects as required
Maintaining up-to-date knowledge of current operations and human resource management practices, policies, and procedures
Performing other duties and responsibilities as assigned

Additional requirements for the Client Services Associate include:
Minimum 3 years administrative or executive assistant experience
Proficiency with Microsoft Office Suite to produce professional documents
Mathematical abilities to gather data involved in preparing reports, process account, and transaction information
Ability to work on multiple projects simultaneously and follow instructions and adhere to deadlines
Ability to closely monitor details and ensure that reports, correspondence and databases are accurate
Working knowledge of human resources management concepts, practices, policies and procedures
Strong grasp of fundamental project management tools, techniques and procedures
Working knowledge of basic investment concepts and procedures used in the securities industry
Proficiency with Microsoft Office Suite to produce presentations and maintain spreadsheets
Pay is $17-$24 per hour DOE

resumes to: stephanie.Pagano@lkjordan.Com
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