Here's Help Staffing and Recruiting
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http://www.hereshelp.com
http://www.hereshelp.com
USD
18.00
20.00
HOUR
true
Customer Service
Newburgh, NY US
Job Description
Client Services Associate, FT, Hybrid ( possibly) $18-20+/HR ( D.O.E.)
Specific Duties:
• Responsible for receiving visitors, incoming calls & emails, and managing calendars.
• Process financial services transactions, securities movement, and document organizing.
• Update and maintain CRM details & workflows, documenting all activities.
• Create Power Point presentations and printed marketing materials.
• Social media postings, coordinating with marketing vendor.
• Coordinate and negotiate with various vendors as needed.
• Arrange logistics for staff functions, training, and travel.
• Required to attend various network functions & training courses as requested.
• May involve some travel (i.e. NYC/Boston/Florida).• Opportunity for career advancement is encouraged.
Skills & Abilities
• Attention to detail with a goal of achieving solutions to complex issues.
• Strong computer skills and the ability to learn new systems or processes is required.
• Must be able to maintain calm and resolve conflict if necessary.
• A loyal teammate, deeply motivated, resourceful, and well-organized.
• A dedicated colleague who thrives on team support and collaboration.
• Energetic, enthusiastic, hardworking, confident, and possessing a positive attitude.
• Creative and curious with an interest to grow within the role.
• Demonstrate the highest standard of conduct, performance, confidentiality, and ethics.
• Extraordinary interpersonal relationship and communicative skills
• Associates/Bachelors degree preferred.
Specific Duties:
• Responsible for receiving visitors, incoming calls & emails, and managing calendars.
• Process financial services transactions, securities movement, and document organizing.
• Update and maintain CRM details & workflows, documenting all activities.
• Create Power Point presentations and printed marketing materials.
• Social media postings, coordinating with marketing vendor.
• Coordinate and negotiate with various vendors as needed.
• Arrange logistics for staff functions, training, and travel.
• Required to attend various network functions & training courses as requested.
• May involve some travel (i.e. NYC/Boston/Florida).• Opportunity for career advancement is encouraged.
Skills & Abilities
• Attention to detail with a goal of achieving solutions to complex issues.
• Strong computer skills and the ability to learn new systems or processes is required.
• Must be able to maintain calm and resolve conflict if necessary.
• A loyal teammate, deeply motivated, resourceful, and well-organized.
• A dedicated colleague who thrives on team support and collaboration.
• Energetic, enthusiastic, hardworking, confident, and possessing a positive attitude.
• Creative and curious with an interest to grow within the role.
• Demonstrate the highest standard of conduct, performance, confidentiality, and ethics.
• Extraordinary interpersonal relationship and communicative skills
• Associates/Bachelors degree preferred.
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