Client Services Representative

Priority Staffing; Norfolk (VA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Employer-paid health, dental, vision, life, and disability insurance

401(k) with profit-sharing plan

Flexible Paid Time Off

Paid on-site parking

Job summary

A local financial service company is seeking a Client Service Representative in Norfolk, Virginia. The role involves administrative support and ensuring strong client relationships through excellent communication and organizational skills. The ideal candidate should possess a Bachelor’s degree and have proficiency in Microsoft Office. This position offers a comprehensive benefits package including health, dental, vision insurance, and a 401(k) plan.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Proficiency in Microsoft Office (Outlook, Word, Excel).
• Prior experience in a client support role within a financial services environment.

Responsibilities

• Create exceptional impressions by greeting guests and managing refreshments.
• Answer and route phone calls, take messages, and manage appointments.
• Maintain strong relationships through follow-ups with clients.

Skills

Proficiency in Microsoft Office

Attention to detail

Organizational skills

Time-management skills

Education

Bachelor’s degree

Tools

Adobe

DocuSign

Job description

We are recruiting for a local financial company who is searching for a Client Service Representative who will perform the administrative and office support activities for multiple professionals in the firm. If you are detail oriented and are looking to play a vital role in delivering outstanding service- we want to hear from you!

Key Responsibilities

• Create exceptional first impressions by warmly greeting guests, maintaining office cleanliness, and managing refreshments
• Answer and route phone calls professionally, take accurate messages, and schedule/manage appointments
• Follow up with clients to maintain strong, ongoing relationships
• Prepare and send correspondence
• Open, distribute, and file incoming mail
• Maintain accurate records by updating all client communications and activities in database
• Coordinate office support services, including purchasing and facilities management
• Assist clients and advisory team members with non-advisory requests and paperwork, including:
• Opening accounts
• Asset transfers and rollovers
• Cash requests
• Address and account updates
• Operate and maintain portfolio management software for investment reporting, performance calculations, and client billing
• Ensure data accuracy and operational efficiency across all systems
• Perform other related administrative duties as assigned

Qualifications

• Bachelor’s degree or equivalent professional experience
• Proficiency in Microsoft Office (Outlook, Word, Excel)
• Experience with Adobe and DocuSign
• Strong attention to detail with excellent organizational and time-management skills
• Prior experience in a client support role within a broker,bank, mortgage company, or similar financial services environment
• Ability to work independently while collaborating effectively with a team
• Successful completion of a background check
• 100% employer-paid health, dental, vision, life, and disability insurance
• 401(k) with profit-sharing plan
• Eligibility for company bonus program after one year
• Flexible Paid Time Off
• Paid holidays
• Paid on-site parking

For more information and to apply visit: