Client Services Representative
Excellent career opportunity with this well established Greensboro based Wealth Management Company with offices in multiple cities in NC. Ideal candidate will be career oriented and have a passion for serving clients, have strong verbal and written communications skills, be detail and process oriented and have the ability to use new technology. This position involves daily administrative tasks, new account set up, transaction authorization and review, tax reporting, transfers, and file management. Professional interaction with clients, including responding to client requests involving initiating cash transfers, changing statement frequency, and providing year to date tax information. Work closely with Wealth Management advisors as well as team members, and have the ability to carry out tasks independently. Seeking individuals with integrity, with a cooperative nature and the ability to demonstrate pride in their work performance and accomplish responsibilities in an efficient, timely manner. MSW, Excel and Outlook skills required as well as 3 to 5 years work experience in a professional service oriented environment. Ideal candidate will have a Bachelors degree and previous experience in Banking or Wealth Mgmt Support. Competitive salary range and Full Benefits offered! Send resume in strict confidence!
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I began working with The Human Resource Agency in the Spring of 2013. I was not referred but happened to come across the agency thru a job posting website. What a wonderful surprise to come in contact with such Professional and Considerate people. Through my journey of seeking employment they have been a great support, make sure to keep in contact and look for the positions that are the best fit for me and the growth I am looking to achieve. I would very much recommend working with Lisa and Aust…
Lisa Rouchard helped me transition to the workforce after being a stay at home mom for many years. Years later I contacted Lisa again, when I was caught up in a downsizing, and she was able to help me again! I’ve had a job I love for over three years with a wonderful company. While working with The Human Resource, I was always treated with the same respect I saw Lisa give to her clients. I would recommend The Human Resource to both employees and employers!
My interaction with THR was seamless, from start to finish. When I met with Lisa and advised I was searching for a new opportunity, she took great care to ensure we were both clear on what I was looking for. Within 7 days, from meeting with Lisa, I had interviewed and accepted an offer for a higher salary, better benefits and a much closer commute. The level of professionalism, urgency and accuracy she and her team provides is nothing more than stellar.