Client Service Specialist - In-Office Role

Become a vital part of the financial services sector as a Client Service Specialist. Support the Senior Account Executive while managing proposals and client documentation in a four-day in-office setting.
In this multifaceted role, you will assist in preparing financial proposals and serve as a main contact for client inquiries. Your keen attention to detail and excellent communication skills will ensure client documentation is managed effectively while processing confidential information securely. Engage in professional development to enhance your expertise.
Key Responsibilities:
• Provide confidential support to the Senior Account Executive
• Prepare and manage Marketing and New Business Proposals
• Address client inquiries and requests promptly
• Keep accurate client records in EPIC database
• Contribute to team knowledge sharing and development
Requirements:
• Over 2 years of experience in financial services industry
• Excellent time management and org...