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Client Services Administrator
Ref No.: 18-05672
Location: Orland Park, Illinois
Utilize your highly skilled, Jedi professionalism to communicate with our clients via all platforms
Ignite the turbo when communicating with clients, vendors, advisors and headquarters
Establish phenomenal, unrivaled relationships with all of our awesome clients
Schedule & prepare mind-blowing client and new prospect meetings
Use necessary ninja moves to meet all appropriate deadlines
Become a mastermind of account types and the basic IRS rules that govern them
Pride yourself on the accuracy of processing daily money movements within client accounts
Know the Ins & Outs Client Management Systems – Track yourself, so you don't wreck yourself!
Be the wing person for the advisor for ticket reconciliation & placing trades
Use your rock star initiative to complete other tasks as called upon