Client Services Representative

Pinnacle Partners is assisting with a search for a Client Service Associate. This is a high level, Client Services/Customer support based position with administrative duties specific to the financial services industry.

This is a full time, direct hire opportunity that work primarily in office in downtown Indianapolis. One WFH day per week will be offered. Parking will be fully paid.

Responsibilities

• Provide support to the Financial Advisor in the form of maintaining detailed documentation on client correspondence in Salesforce
• Gather and verify accuracy and completion of documents
• Follow up with clients on missing documents via email, letters and phone calls
• Assist clients with questions, inquiries and problem solving
• Work heavily with detailed documentation where accuracy is crucial. Documentation will work with numbers, so an aptitude for accounting/numbers is ideal

Qualifications

• 5+ years of professional level customer service within a corporate setting
• Excellent written and verbal communication skills and a polished presentation
• Proficient in MS Office, and prior experience working with a CRM, Salesforce preferred
• Strong administrative skills, with a history of working with detailed documentation where accuracy is crucial
• Preference for experience out of the financial services industry

Full benefits package available.