<p>We are looking for a Client Service Associate to join our team in Sylvania, Ohio. In this role, you will provide vital support, ensuring seamless operations and delivering outstanding service to our clients. This position requires a proactive approach to managing tasks, maintaining compliance, and fostering strong relationships with both clients and team members.</p><p><br></p><p>Responsibilities:</p><p>• Address client inquiries promptly, resolve issues efficiently, and nurture client relationships to ensure high satisfaction levels.</p><p>• Organize and prioritize multiple tasks and processes, guaranteeing accuracy and timely completion.</p><p>• Prepare, maintain, and update client documentation, records, and reports while adhering to regulatory and compliance standards.</p><p>• Coordinate communication between clients and the Relationship Manager, including scheduling meetings and facilitating correspondence.</p><p>• Assist with account management tasks such as opening and closing accounts, updating client information, and processing transactions accurately.</p><p>• Generate and distribute regular reports on account activity, performance metrics, and other client-related data.</p><p>• Ensure all actions and processes comply with company policies, industry regulations, and legal standards.</p><p>• Collaborate with the Relationship Manager and team members to support company goals and drive success.</p><p>• Actively participate in meetings with Financial Advisors and the Relationship Manager to enhance understanding and take on additional responsibilities.</p><p>• Contribute to process improvements and procedural enhancements to optimize efficiency and productivity.</p>
We are looking for a detail-oriented and personable Receptionist to join our team on a contract basis in Southfield, Michigan. This role is central to creating a welcoming environment for visitors while handling a range of administrative tasks. The ideal candidate will thrive in a fast-paced office setting and excel at multitasking and communication.<br><br>Responsibilities:<br>• Greet and assist visitors, ensuring a warm and attentive reception experience.<br>• Manage incoming calls through a multi-line phone system, directing inquiries appropriately.<br>• Maintain a clean and organized reception area to uphold office standards.<br>• Schedule and coordinate appointments, meetings, and calendars for staff as needed.<br>• Handle incoming and outgoing correspondence, including sorting mail and distributing packages.<br>• Collaborate with security personnel to monitor visitor access and enforce security protocols.<br>• Provide general administrative support such as data entry and document organization.<br>• Assist with various office tasks to ensure efficient daily operations.<br>• Respond promptly to inquiries, resolving minor issues and escalating when necessary.