Atlantic Group

Compensation

Full Description

Client Services Associate - Financial Services Are you an organized and detail-oriented professional with excellent interpersonal skills? Join our team in Montgomery County, PA as an Assistant, supporting scheduling and administrative needs for key executives. Responsibilities include scheduling, setting up Zoom calls, entering candidate and client information into our CRM database, formatting resumes, managing emails, making light travel arrangements, and working with MS Word, PowerPoint, and CRM systems. Apply now to contribute to our success in client support and recruitment! Essential Duties and Responsibilities: • Handle phones, correspondence, word processing of reports and transcriptions. • Support client output • Act as an interface for clients and prospects in a professional manner. • Schedule interviews/meetings. • Manage all travel arrangements. • Draft, proof, recording, and track all correspondence. • Perform filing and record maintenance (hard copies and electronic). • Manage schedules (provide daily/weekly to do lists). • Screen and vet incoming calls. Qualifications: • Minimum 2 years of experience in an administrative role • Experience in the financial services industry is required • Bachelor's Degree required • Experience with CRM software preferred. Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion. 38336 #PHILLYAFT Job Type: Full-time Work Location: In person