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Client Services / Operations Support Associate

Company: Mapstone Veritas financial group
Location: Rochester
Posted on: November 10, 2019

Job Description:

Job Function:Responsible for initiating and coordinating the administrative and general operational functions required to support the sales, prospecting, and servicing activities of a mature/dynamic financial services practice/team.
Duties and Responsibilities:-- Communicate and work with Team Members daily to prioritize tasks and review outstanding service/operations items. Accomplish tasks in a timely and efficient manner.-- Use Technology to drive efficiency of Team.-- Maintain accurate and up-to-date client database.-- Create and maintain organized client files, including electronic and hard copy.-- Draft reports, illustrations, and client review related documents.-- Prepare account applications and forms for client reviews.-- Receive and process client service requests. Track progress to ensure completion.-- Learn, understand, and follow compliance policies and procedures.-- Build rapport with clients and provide high quality client service. Interact with clients and prospects on the phone, through email, and in the office.-- Send correspondence to clients including but not limited to emails, letters, marketing materials, Newsletters, Birthday cards, holiday cards.-- Arrange and organize meetings, appointments and conference calls as needed and directed. Coordinate calendars for Team Members.-- Plan and coordinate client seminars and marketing events.
Characteristics:Dependable, Organized w/ ability to multi-taskPositive and friendly, funFlexibility to adjust priorities throughout the day and adapt to changing schedulesProblem Solver / Common Sense / Critical Thinking AbilityProactiveWell-spoken with excellent communication skillsKnowledge of computer programs (Microsoft Word and Excel, CRM, etc.)Ideally NYS Insurance License and FINRA Registered or willing to pursue

Keywords: Mapstone Veritas financial group, Rochester , Client Services / Operations Support Associate, Other , Rochester, New York

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