Client Service Representative - Naperville, Illinois

Paragon Advisors, LLC, located in Naperville, Illinois, is an organization of financial services professionals who are committed to providing excellent investment and financial planning advice to the hundreds of families, individuals and small businesses who rely on us for financial peace of mind. We are committed to providing the highest level of personal service to our clients and are looking for an individual to join our growing team. EOE employer.
www.paragonadvisors.com


Purpose:

This role will be responsible for interacting with clients both on the telephone and in person, the preparation of reports and client materials, administrative service of client accounts and providing administrative support for other team members.

Qualifications:

Experience
At least 2 years of experience working in an office, supporting a team and interacting with clients
Financial services industry experience preferred, but not required

Skills and Abilities
Ability to work independently on assigned tasks as well as to accept direction on given assignments
Proficiency using MS Word, Excel and Outlook
Excellent verbal and written communication skills – both in person and on the telephone
Excellent interpersonal communication skills
Able to manage multiple tasks occurring at the same time

Education/Training
Bachelor’s degree
REQUIREMENTS
Responsibilities:

The Administrative Representative role is responsible for the following key tasks:

Scheduling client meetings
Preparation of investment summaries and related information for client meetings, including inputting data into and extracting data from databases and spreadsheets
Conducting research using vendor websites
Client service account work
Coordination of special client events
Preparation of client communications including letters and birthday cards
Preparation of invoices

The person in this role must effectively communicate the value and importance of our clients through a willingness to “go the extra mile” to serve their needs. We strive to create a “first class” experience for our clients and we are looking for the right individual to help support our administrative needs accurately and with excellence.

The successful candidate will be:

Desirous of working in a very organized office where excellence is expected and where accuracy of work is critical
Proactive in thinking and planning, is not a procrastinator
Committed to put in the hours it takes to get things done, but does have balance in life
Able to multi-task
Dependable
An excellent problem solver
Able to think and process logically

All submissions MUST include salary history.

Send resumes to [Click here for email]