Guided Professional Solutions LLC · 2 weeks ago
Client Services Administrator
Staten Island, NY
Full-time
Onsite
New Grad, Entry LevelGuided Professional Solutions LLC is committed to helping clients achieve their life and financial goals. The successful candidate will support the team by managing day-to-day client services and handling administrative tasks to ensure efficient operations.
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 with strong time management and multitasking abilities
Experience with relevant financial or customer relationship management (CRM) software is a plus
Proficiency in using productivity tools such as Microsoft Office
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
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