Executive Assistant/Client Services - KAZ, SP

Job Title: Executive Assistant/Client Services

We are seeking an Executive Assistant/Client Services to join our fast-paced financial planning firm. This role is instrumental in managing client relationships and supporting Advisors.

Responsibilities:

• Manage and enhance client relationships through effective communication.
• Assist Advisors with scheduling, client meetings, and follow-ups.
• Prepare and organize client documentation and reports.
• Respond to client inquiries and resolve issues promptly.
• Maintain an organized filing system and database.

Qualifications:

• Proven experience as an Executive Assistant or in client services.
• Strong organizational and multitasking skills.
• Excellent communication and interpersonal abilities.
• Proficiency in MS Office Suite and CRM software.
• Knowledge of financial services is a plus.