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Client Service and Marketing Assistant

Company: The Wealth Stewards
Location: Chandler
Posted on: September 18, 2022

Job Description:

Client Service/Marketing Assistant - Part-Time, Chandler AZ Job Summary: Under direct supervision, uses intermediate skills obtained through experience and training to assist Wealth Advisors to provide clients with exceptional service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision-making authority. Routine contact with internal and external customers is required. Essential Duties/Responsibilities: Serves as receptionist, greets clients as they enter and provides immediate assistance. Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries. Responsible for daily mail service. Schedules client meetings. Processes and follows-up on client documentation for proper maintenance of accounts. Assists Wealth Advisors with marketing efforts. Assist in Onboarding New Clients by opening new accounts and properly completing required forms. Deposits incoming checks and processes money movement of funds. Maintain office supplies. Provides general administrative support to branch management. Performs other duties and responsibilities as assigned. Experience/Qualifications: Ability to: Operate standard office equipment and use required software applications to produce correspondence, reports, and electronic communication. Analyze and research account information. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Work independently. Provide a high level of customer service. Education/Previous Experience High School Diploma required; college degree preferred Financial services experience preferred. Licenses/Certifications None required Compensation Hourly position with opportunity to be full-time salaried position.Job Type: Part-timeSalary: $45,000.00 - $50,000.00 per yearBenefits: 401(k) Flexible scheduleSchedule: Day shift Monday to FridayAbility to commute/relocate: Chandler, AZ 85224: Reliably commute or planning to relocate before starting work (Required)Education: Bachelor's (Preferred)Experience: Financial services: 1 year (Required)Work Location: One location

Keywords: The Wealth Stewards, Chandler , Client Service and Marketing Assistant, Advertising , Chandler, Arizona

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