Client Services Specialist - Financial Admin Relationships

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

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.