Client Services Representative - BH Solutions Group

Client Service Associate

Akron, OH

BH Solutions Group is an Executive Recruiting and Consulting firm located in Akron, OH.

Currently assisting a wealth advisory group in Akron in their search for a Client Service Associate who will act as a liaison between financial advisors, clients and vendors by performing routine administrative and operational procedures.

Responsibilities for the Client Service Associate

Provides office support including answering telephones, assisting visitors and resolving and/or referring problems or inquiries.

Prepares reports by gathering and analyzing data.

Transcribes and prepares processes and follows up on documents to assist with servicing clients and prospects.

Ensures required client paperwork is current with firm and industry requirements, rules and regulations.

Operates standard office equipment and uses required software applications.

Communicates with outside business professionals upon client request with compliance approved documentation.

Establishes, maintains and updates files, databases, records and/or other documents.

Follows the companies Policies and Procedures per the Uniform Administrative Guide.

Follows appropriate back up procedures as stated in the Uniform Administrative Guide to any associate that may be out of the office.

Requirements for the Client Service Associate

High School Diploma or GED

3-5 years of administrative experience.

Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.

Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.

Ability to effectively present information to management, public groups, and/or board of directors.

Ability to interact clearly and effectively, in both written and oral communication, with supervisor, clients, staff, vendors, etc.

Proficient in personal computer skills including electronic mail, record keeping, routine database activity, word processing, spreadsheet, graphics, etc. This role requires an above-average knowledge of Microsoft Office.

Knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization.

Knows the competition and is aware of how strategies and tactics work in the marketplace.

Is dedicated to meeting the expectations and requirements of internal and external customers. Gets first-hand customer information and uses it for improvements in products and services. Acts with customers in mind. Establishes and maintains effective relationships with customers and gains their trust and respect.

Able to inform orally and in writing, with clarity and good effect.

Is cool under pressure, settling influence in a crisis.

Makes good decisions based upon a mixture of analysis, wisdom, experience and judgment.