Client Service Assistant
EllieBlu Human Resources Consulting EllieBlu Human Resources Consulting Traverse City, MI Traverse City, MI Full-time Full-time $45,000 - $55,000 a year $45,000 - $55,000 a year 3 days ago 3 days ago 3 days ago Are you a client service professional who enjoys creating exceptional client experiences? Are you looking for a fulfilling work environment that does meaningful and impactful work? We are growing and you may be the person we are looking for! We are working with EllieBlu HR Consulting to fill this position.
By hiring inspired people, giving them interesting and challenging work, enabling them with innovative tools, and letting them have the autonomy they desire to complete the work in the way that makes sense for them, we've found a positive and sustainable way to grow.
This also provides a path for employees to progress in their careers.
About Us We are a fee-only fiduciary wealth management firm, and we understand that people experience financial transitions throughout their lives.
Whether it's starting a family, preparing to sell a business, planning for retirement, or losing a spouse, we are there for our clients.
We work with them to coordinate all the services needed to manage their money and plan for their family's current and future needs.
To be successful in this position you must be passionately committed to helping others by delivering exceptional service and operational support.
Our office is located in Traverse City, MI and provides a comfortable, professional work environment.
The client service assistant plays a key role in delivering exceptional client service which is vital to the firm's continued growth.
About You You are someone who is passionate about helping others.
You are the consummate professional in the way you work with clients, colleagues, and others.
You adapt to shifting workflows using excellent time management and multitasking skills.
Exceptional detail orientation comes naturally to you, and you are able to communicate effectively with clients, colleagues, and people across all levels of the business.
Technology is key to getting work done so you are highly proficient with Microsoft Office including Word and Excel and have experience working with a client relationship management system (CRM).
We have the tools and resources to support your efforts, ensuring you are set up for success.
We work as a team so being present in the office is essential to facilitate training, build relationships, and to support clients and the principal representative.
More About the Position This is a full-time position, providing a competitive salary and a benefits package that includes health insurance, a health savings account, paid time off, paid holidays, and long-term disability.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
In this role, your responsibilities will include:
Creating an excellent first impression when working with clients, vendors, and others in person, over the phone, or by email; Ensuring client paperwork is prepared for client meetings; Completing ad hoc reports; Ensuring firm procedures are updated, current, and accurate.
Attending client meetings, taking and entering notes into CRM, and completing follow-up work.
Qualifications Bachelor's Degree or equivalent experience Excellent communication, presentation, listening, and analytical skills Proven time management and organizational skills with the ability to prioritize multiple tasks Must be a team player with a positive, can-do attitude Strong technical aptitude; Proficiency in MS Excel and Word and the ability to learn new software quickly Accuracy and exceptional attention to detail Sophisticated organizational skills, including physical resources (such as files, manuals, etc.
) and nonphysical resources (such as calendars, appointments, events, client contact records, images, etc.
) Salesforce and financial planning software experience a plus Social media and/or marketing experience, a plus Work independently, effectively, and efficiently Embrace a growth mindset, continuously improving skills and knowledge to enhance overall performance Exhibit a willingness to take on new challenges and roles as the firm evolves Handle confidential and/or sensitive information responsibly Our values center on teamwork, collaboration, commitment to helping others, honesty, and accountability to ourselves and our clients.
If what you've read resonates with you, we encourage you to apply! We look forward to speaking with you! Job Type:
Full-time Pay:
$45,000.
00 - $55,000.
00 per year
Benefits:
401(k) matching Dental insurance Disability insurance Health insurance Health savings account Paid time off Vision insurance Schedule:
Monday to Friday Education:
Bachelor's (Preferred)
Experience:
Customer service:
2 years (Required) Social media marketing:
2 years (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
By hiring inspired people, giving them interesting and challenging work, enabling them with innovative tools, and letting them have the autonomy they desire to complete the work in the way that makes sense for them, we've found a positive and sustainable way to grow.
This also provides a path for employees to progress in their careers.
About Us We are a fee-only fiduciary wealth management firm, and we understand that people experience financial transitions throughout their lives.
Whether it's starting a family, preparing to sell a business, planning for retirement, or losing a spouse, we are there for our clients.
We work with them to coordinate all the services needed to manage their money and plan for their family's current and future needs.
To be successful in this position you must be passionately committed to helping others by delivering exceptional service and operational support.
Our office is located in Traverse City, MI and provides a comfortable, professional work environment.
The client service assistant plays a key role in delivering exceptional client service which is vital to the firm's continued growth.
About You You are someone who is passionate about helping others.
You are the consummate professional in the way you work with clients, colleagues, and others.
You adapt to shifting workflows using excellent time management and multitasking skills.
Exceptional detail orientation comes naturally to you, and you are able to communicate effectively with clients, colleagues, and people across all levels of the business.
Technology is key to getting work done so you are highly proficient with Microsoft Office including Word and Excel and have experience working with a client relationship management system (CRM).
We have the tools and resources to support your efforts, ensuring you are set up for success.
We work as a team so being present in the office is essential to facilitate training, build relationships, and to support clients and the principal representative.
More About the Position This is a full-time position, providing a competitive salary and a benefits package that includes health insurance, a health savings account, paid time off, paid holidays, and long-term disability.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
In this role, your responsibilities will include:
Creating an excellent first impression when working with clients, vendors, and others in person, over the phone, or by email; Ensuring client paperwork is prepared for client meetings; Completing ad hoc reports; Ensuring firm procedures are updated, current, and accurate.
Attending client meetings, taking and entering notes into CRM, and completing follow-up work.
Qualifications Bachelor's Degree or equivalent experience Excellent communication, presentation, listening, and analytical skills Proven time management and organizational skills with the ability to prioritize multiple tasks Must be a team player with a positive, can-do attitude Strong technical aptitude; Proficiency in MS Excel and Word and the ability to learn new software quickly Accuracy and exceptional attention to detail Sophisticated organizational skills, including physical resources (such as files, manuals, etc.
) and nonphysical resources (such as calendars, appointments, events, client contact records, images, etc.
) Salesforce and financial planning software experience a plus Social media and/or marketing experience, a plus Work independently, effectively, and efficiently Embrace a growth mindset, continuously improving skills and knowledge to enhance overall performance Exhibit a willingness to take on new challenges and roles as the firm evolves Handle confidential and/or sensitive information responsibly Our values center on teamwork, collaboration, commitment to helping others, honesty, and accountability to ourselves and our clients.
If what you've read resonates with you, we encourage you to apply! We look forward to speaking with you! Job Type:
Full-time Pay:
$45,000.
00 - $55,000.
00 per year
Benefits:
401(k) matching Dental insurance Disability insurance Health insurance Health savings account Paid time off Vision insurance Schedule:
Monday to Friday Education:
Bachelor's (Preferred)
Experience:
Customer service:
2 years (Required) Social media marketing:
2 years (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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