Client Services Representative

• Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and ensuring that key information and documentation remains current
• Answer phones and respond to customer requests
• Identify, research, and resolve customer issues using the computer system
• Manage and maintain order pipeline
• Track and place customer inquiries in the computer system
• Monitor team mailboxes
• Make outbound phone calls as needed to resolve client inquiries and drive pipeline performance
• Provide customers with product and service information

Client Services Associate – Valuations

Client Service Specialist

Client Service Associate, Private Wealth

Client Support – Implementation Specialist

Registered Client Service Associate

Experienced Tax Associate – Private Client Services