Job description
**Client Service Representative**
The Client Service Representative acts as the main contact for clients, addressing questions, coordinating appointments, and undertaking administrative responsibilities. This role also involves working closely with advisors to facilitate account creation, execute transactions, and keep client relationship management databases up to date. Applicants should have a minimum of two years’ experience in the financial services sector and demonstrate a high level of proficiency in Microsoft Office tools. Key attributes for success in this position include exceptional organizational abilities, a keen eye for detail, and the capacity to uphold confidentiality.
