MUST HAVES:

+ Minimum 3 years Client Services support experience

+ Experience handling time sensitive reports

+ Proven experience making quick, informed decisions under pressure

+ Strong proficiency in Microsoft Office – Excel and Outlook

+ Strong Interpersonal/Customer Service Skills (experience using phones is ideal)

+ High School Diploma


Job Summary: We are seeking a highly organized and
service-oriented contractor to join our operations team. This role involves
handling time-sensitive daily reports, managing sensitive client information,
and providing exceptional service to high-net-worth clients and financial
advisors. The ideal candidate will be a quick thinker, a strong communicator,
and a collaborative team player.
Essential Duties &
Responsibilities:

+ Process and manage daily operational reports with strict deadlines.

+ Handle confidential and sensitive...