What are the responsibilities and job description for the Client Service Advisor position at Insight Global?
JOB DESCRIPTION
Insight Global is looking for a Client Service Advisor to join our Financial Advisor Client’s team in Birmingham, AL. This person needs to be extremely organized, detail oriented, self-motivated, professional, and able to handle multiple tasks at a time. This person needs to be able to track processes and follow through with finishing tasks over a long multi-step process. This candidate will be filing paperwork, processing paper work, working with clients, updating files, open accounts for clients, creating client spread sheets, entering data into Excel, speaking with clients and answering questions, prepare financial documents for client review meetings, and more. This person needs to be a team player and work well with others. FFG is looking for a sharp and trainable person who is ready to embrace the large learning curve of the position!
MINIMUM REQUIREMENTS
- Professional, good phone presence, motivated, sharp.
- Strong Excel skills (formulas, tables, data entry)
- Extremely detailed oriented and ORGANIZED
- A task completer and a team player
- Trainable and looking for growth
- Experience handling paperwork, data entry, and working in a client facing role
- Fast learner
- Customer service personality