Description
The Client Services Representative serves as the primary contact for visitors and callers at the local Everence office, providing reception, appointment scheduling, mail handling, CRM and OnBase support, client correspondence, investment-review preparation, account-application processing, trade-monitoring, and financial-consultant support. The role requires administrative experience, strong communication and customer-service skills, Microsoft Office proficiency, attention to detail, and confidentiality; it is full-time, Monday through Friday, 8:30 a.m. to 5 p.m., with no supervisory responsibilities.
