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Pinnacle Partners, Inc · Indianapolis
Pinnacle Partners is assisting with a search for a Client Service Associate. This is a high level, Client Services/Customer support based position with administrative duties specific to the financial services industry.
This is a full time, direct hire opportunity that work primarily in office in downtown Indianapolis. One WFH day per week will be offered. Parking will be fully paid.
Provide support to the Financial Advisor in the form of maintaining detailed documentation on client correspondence in Salesforce
Gather and verify accuracy and completion of documents
Follow up with clients on missing documents via email, letters and phone calls
Assist clients with questions, inquiries and problem solving
Work heavily with detailed documentation where accuracy is crucial. Documentation will work with numbers, so an aptitude for accounting/numbers is ideal
Qualifications
5+ years of professional level customer service within a corporate setting
Proficient in MS Office, and prior experience working with a CRM, Salesforce preferred
Strong administrative skills, with a history of working with detailed documentation where accuracy is crucial
Preference for experience out of the financial services industry
Full benefits package available.
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IntSol Recruitment · Remote
Details
| Company | Pinnacle Partners, Inc |
| Location | Indianapolis |
| Type | FULL TIME |
| Niche | Full-time |