Guided Professional Solutions LLC · 1 day ago
Client Services Administrator
United States
Full-time
Remote
New Grad, Entry LevelGuided Professional Solutions LLC is committed to helping clients achieve their life and financial goals. They are seeking a Client Services Administrator to manage day-to-day client services, handle administrative tasks, and ensure efficient operation of financial services processes.
Financial Services
Hiring Manager
Gary Capaldo
Responsibilities
Support the team by managing day-to-day client services
Handling administrative tasks
Maintaining communication with clients
Ensuring the efficient operation of financial services processes
Responding to client inquiries
Providing financial and administrative assistance
Contributing to a positive client experience
Qualification
Required
Client Services and Customer Service skills with a strong client-first approach
Effective Communication skills, including clear written and verbal communication
Finance-related knowledge or experience in financial services is highly desirable
Proven Administrative Assistance skills, including organization and attention to detail
Ability to work independently in a remote environment, with strong time management and multitasking abilities
Proficiency in using productivity tools such as Microsoft Office
Preferred
Experience with relevant financial or customer relationship management (CRM) software is a plus
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
Company data provided by crunchbase