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Client Services Support

Company: Winch Financial
Location: Appleton
Posted on: January 10, 2022

Job Description:

Looking for a team that shares a spirit of camaraderie in helping their clients envision and achieve their goals? Then Winch Financial is the place for you! At Winch Financial, we are determined to maintain exceptionally high standards of client care; to seek, promote and present educational opportunities; and to maximize account potential through innovation, careful attention, and expertise. We are looking to add a full-time Client Services Support to our team.

The Client Services Support will perform a variety of administrative functions. This position will be responsible for confidential, consistently accurate and time sensitive material.

Job Responsibilities for the Client Services Support:
Answer and direct calls to appropriate team member
Schedule appointments for advisors
Greet clients and take care of client prior to meeting with advisor
Prepare and send client mailings
Keep up-to-date on processes with our custodian
Generate and/or create reports
Assist clients with general questions, as needed
May be responsible for maintaining supplies and appearance for reception area and client hospitality items
Work toward continuous quality improvement
Stays current with changing company technology, including software programs
Upholds, supports, and promotes all company policies and procedures
Other duties as assigned

Qualifications and Skills for the Client Services Support:

To perform this job successfully, the Client Services Support must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills and ability required.

Education/Experience/General Skills:
High School diploma/equivalent required
Must be able to use computer efficiently
Microsoft Excel experience preferred
Must be detail oriented
Must be passionate about preparing careful, analytical work
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to read and comprehend simple instructions, short correspondence, and memos
Ability to take initiative
Growth oriented

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Keywords: Winch Financial, Appleton , Client Services Support, Other , Appleton, Wisconsin

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