Guided Professional Solutions LLC · 1 day ago
Client Services Administrator
Staten Island, NY
Full-time
Onsite
New Grad, Entry LevelGuided Professional Solutions LLC specializes in helping individuals and families achieve their financial goals through a comprehensive planning approach. The Client Services Administrator will handle daily administrative tasks, deliver exceptional customer service, and provide support for the client services team.
Financial Services
Hiring Manager
Gary Capaldo
Responsibilities
Manage client communications
Maintain accurate records
Assist with financial documentation
Ensure an efficient workflow to support client needs
Qualification
Required
Proficiency in Client Services and Customer Service to effectively assist clients and maintain strong relationships
Strong Communication skills, including written and verbal, to efficiently interact with clients and team members
Experience in Finance to provide support in managing financial documents and assisting with financial planning activities
Administrative Assistance skills to ensure smooth coordination and execution of daily tasks
Ability to work independently, possess strong organizational skills, and manage multiple tasks simultaneously
Preferred
Proficiency in relevant software and technology tools is a plus
Previous experience in the financial services industry is preferred
Company
Guided Professional Solutions LLC
At Guided Professional Solutions, LLC, we take the time to understand what you want out of life – for yourself and for your family.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
James LaPiedra, CFP®
Managing Partner
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