Client Service Representative

Client Service Representative 

Direct Hire | Full Time

$50k - $60k 

Norfolk 

We are recruiting for a local financial company who is searching for a Client Service Representative who will perform the administrative and office support activities for multiple professionals in the firm. If you are detail oriented and are looking to play a vital role in delivering outstanding service- we want to hear from you! 

Key Responsibilities

• Create exceptional first impressions by warmly greeting guests, maintaining office cleanliness, and managing refreshments

• Answer and route phone calls professionally, take accurate messages, and schedule/manage appointments

• Follow up with clients to maintain strong, ongoing relationships

• Prepare and send correspondence

• Open, distribute, and file incoming mail

• Maintain accurate records by updating all client communications and activities in database

• Coordinate office support services, including purchasing and facilities management

• Assist clients and advisory team members with non-advisory requests and paperwork, including:

  • Opening accounts

  • Asset transfers and rollovers

  • Cash requests

  • Address and account updates

• Operate and maintain portfolio management software for investment reporting, performance calculations, and client billing

• Ensure data accuracy and operational efficiency across all systems

• Perform other related administrative duties as assigned

Qualifications

• Bachelor’s degree or equivalent professional experience

• Proficiency in Microsoft Office (Outlook, Word, Excel)

• Experience with Adobe and DocuSign

• Strong attention to detail with excellent organizational and time-management skills

• Prior experience in a client support role within a broker, bank, mortgage company, or similar financial services environment

• Ability to work independently while collaborating effectively with a team

• Successful completion of a background check

Compensation & Benefits

• 100% employer-paid health, dental, vision, life, and disability insurance

• 401(k) with profit-sharing plan

• Eligibility for company bonus program after one year

• Flexible Paid Time Off 

• Paid holidays

• Paid on-site parking