Client Services Associate

• Interact daily on the phone and in person with prospective and existing clients while maintaining a professional image.
• Schedule and coordinate meetings and appointments, while managing and frequently representing the Advisors across all communication platforms.
• Create and maintain records, files, reports, and databases utilizing the Client Relationship Management platform.
• Coordinate travel arrangements for the executive advisor.
• Generate weekly reports; prepare cards and other mailings for signing and distribution.
• Complete cross-training and assist with other operational functions as required.

• Associates degree or 2 years of administrative experience in lieu of degree required.
• Tech savvy individual with solid mastery of MS Office Suite for general communications, reporting, video conferencing and presentations.
• Skilled at being in sync with the advisors
• Ability manage priorities and scheduling, plus anticipate upcoming needs before they arise.
• A humble, servant-minded individual that thrives in a team environment.

• Insurance benefits
• PTO
• 401(k)
• Paid Holidays

Vaco