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Our client, a financial services firm, is actively seeking a contract Client Services Assistant to join their busy team! This individual will support advisors and clients with day-to-day service needs, responding to incoming calls, assisting with requests, and helping ensure a smooth and positive customer experience. We’re looking for a strong communicator who enjoys problem-solving and working collaboratively in a fast-paced environment.
About You:
* 1+ year of customer service or administrative support experience in a professional environment
* Ability to learn quickly and adapt to new systems and technologies
* Strong interpersonal and communication skills, both written and verbal
* A team-player attitude with the proven ability to collaborate with others
* Excellent attention to detail with the ability to manage sensitive information
* Proficiency in Microsoft Office Suite
* Financial services experience is a plus, but not required
The Job:
* Answer incoming calls and assist clients, advisors, and internal team members with questions and requests
* Provide timely and professional responses to inquiries via phone and email
* Support the team with account-related tasks, documentation, and general service requests
* Conduct research and follow up on client or advisor inquiries as needed
* Collaborate with colleagues to ensure consistent, high-quality service
* Maintain accurate records and documentation in internal systems
This contract opportunity is expected to last at least three months with the possibility of extension. This position is paying up to $21/hour depending on experience. If you enjoy helping others, solving problems, and being part of a collaborative team, we encourage you to apply! Please submit a MS Word version of your resume today for consideration.
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