Client Service Specialist
HybridNo visa sponsorship
Core
Provide front desk support and practice management assistance for financial advisors, handling administrative tasks, client scheduling, and data entry.
Role type
Client Service Specialist (Administrative Support)
Builds
Administrative support for financial advisor practices
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Reception support, client file management, scheduling, data entry, expense report processing, office supply management, client interaction
Preferred skills
Business basics understanding, client request resolution
Technologies
Various applications for client data entry
