Marketing/Client Servicing Position

Marketing/Client Servicing Position We’re looking for a Client Servicing & Marketing Administrative Professional who is a highly motivated, creative individual with experience and a passion for connecting with current and future customers. Candidates should be able to assist our team and all clients by handling office tasks, marketing projects, providing polite and professional assistance via phone, mail and email while participating in a positive, fun environment and working well with teammates and clients. \\- Answer and route phone calls and email \\- Making follow-up calls/points of contact \\- Ensures the completion of deliverables for assigned tasks as needed to support the team's daily objectives and oversight activities. \\- Documents client and team communication in support of service improvement efforts within the business. \\- Detail-oriented -- would rather focus on the details of work than the bigger picture \\- Self-starter who does not need to be micromanaged/ability to work independently but can follow established procedures \\- Must be interested in working with clients who are in 50+ age group, and focused on retirement planning phase \\- Able to uphold the firm’s purpose, vision, and values high ethical standards \\- Excellent communications skills; both verbal and written \\- Favors direct communication & possesses an ability to receive and provide constructive feedback \\- Collaborative and able to work effectively with others \\- Flexible team player who is highly adaptable to change and open to new ideas \\- Strong organizational, prioritization, interpersonal & management skills \\- Is willing to be a jack-of-all-trades.