Reporting & Client Support Specialist

Choose901; Memphis (TN); Hybrid; USD 40,000 - 54,000; Full time

Job summary

Choose901 in Memphis, TN is seeking an administrative associate to manage daily operational reports with strict deadlines, handle confidential information with discretion, and provide phone support to clients and financial advisors for about half the day.

You will deliver a service-first experience, collaborate in virtual and in-person meetings, participate in training, and use Microsoft Office Suite at an advanced level (Excel, Outlook, Word).

Qualifications

• High School Diploma or higher required.
• Strong experience in Microsoft Office Suite.
• Phone Support Experience.
• Must have experience processing or managing reports.

Responsibilities

• Process and manage daily operational reports with strict deadlines.
• Handle confidential and sensitive information with discretion and accuracy.
• Provide phone support for clients and financial advisors (approximately half the workday).
• Deliver a service-first experience in all client interactions.
• Collaborate effectively with team members in both virtual and in-person meetings.
• Participate actively in team discussions, training, and feedback sessions.
• Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced level

Skills

Phone support

Discretion and accuracy

Report processing

Education

High School Diploma or higher

Tools

Microsoft Office Suite

Job description

Choose901 in Memphis, TN is seeking an administrative associate to manage daily operational reports with strict deadlines, handle confidential information with discretion, and provide phone support to clients and financial advisors for about half the day.

You will deliver a service-first experience, collaborate in virtual and in-person meetings, participate in training, and use Microsoft Office Suite at an advanced level (Excel, Outlook, Word).