Customer Service Specialist
Current Greeting clients from the front desk, identifying proper service by examining account history, and connecting them with relevant resources or directing them to the financial consultants Answering the phone, calling out to clients, and scheduling appointments for multiple Consultants Handling complex and sensitive paperwork, including organization, safekeeping, and shredding protocols Pro-actively researching solutions to prevent or mitigate a wide variety of administrative issues Completing multiple administrative duties for the whole branch such as maintaining budgets, organizing multiple vendors and sites, and managing critical inventory while meeting high compliance standards Handling and logging checks promptly, following up to ensure deposits into correct accounts Assisting clients across multiple devices to open, access, and maintain accounts Created and implemented various systems for ordering, tracking paperwork, and communication campaigns
