Client Service Representative Administrative Assistant jobs in United States
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Dawson · 19 hours ago

Client Service Representative Administrative Assistant

Dawson is a nationally known and respected consulting firm looking to hire a new Client Associate who will provide administrative support to Client Custodians. The role involves creating organized correspondence, maintaining client records, and building trusted relationships with clients and teammates.

ConsultingHuman ResourcesStaffing Agency
Hiring Manager
Philip Freeman
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Responsibilities

Create organized and well-written correspondence to clients, firm members, custodians
Process and track account contributions and distributions
Maintain client records in an accurate fashion
Build trusted relationships with clients and teammates
Perform other administrative tasks as assigned

Qualification

WordExcelBanking experienceFinance experienceMulti-taskingAttention to detailCommunication skillsTeam collaboration

Required

Provide administrative support to Client Custodians
Create organized and well-written correspondence to clients, firm members, custodians
Process and track account contributions and distributions
Maintain client records in an accurate fashion
Build trusted relationships with clients and teammates
Perform other administrative tasks as assigned
Self-motivated and excited to assist with internal and external needs
High level of accuracy
Passion for details
Ability to multi-task in a fast-paced environment
Solid skills with both Word and Excel

Preferred

Experience working in banking or finance as an administrative aide
College education

Benefits

Wonderful benefits

Company

Dawson

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Dawson is a staffing and recruiting company that provides staffing and recruitment services.

Funding

Current Stage
Early Stage
Company data provided by crunchbase