Client Service Administrator OMJST

T-823-9 Job Title : Client Service Administrator Worksite Location: Canton, Ohio 44702 Number of Job Openings: 1 How to apply: APPLY DIRECT w/ RESUME to the employer by email ( [email protected] ) Please mention OhioMeansJobs Stark or Tuscarawas when applying to this employer. Let's build your future together! ** ** Client Service Administrator -- Full Time Jumet Financial is committed to providing our clients with well-informed, objective advice, and to creating a disciplined framework within which financial decisions are made, implemented, and managed from generation to generation. Jumet Financial is seeking a highly efficient and detail-oriented individual with the same strong standards for the role of Client Service Assistant with the potential to grow into Client Service Officer. The position requires a high level of confidentiality and professionalism, excellent time and project management skills and the ability to manage multiple work streams (both internal and external) at once. The qualified candidate must show high regard for client needs and not only be efficient but also build rapport with current clients and prospective clients. The individual will have a desire to continue their education and skill development toward managing and building a client service team. ** ** Primary Duties and Responsibilities: Handle day-to-day activities including written and verbal communication with clients as well as handling necessary client account transactions, etc. before end of business day/close of market Assist in maintaining complete and accurate records of activity and clients on the CRM Maintain operational documents (spreadsheets, etc.) and assist in various internal projects, drafting agendas, and attend various internal meetings Cultivate relationships and maintain contact with current clients and prospective clients, coordinating meetings/phone calls with Jumet Financial advisors and current clients / prospective client meetings Assist advisor in note taking during client meetings Complete client deposits and maintain necessary documentation Maintain schedule of account reviews and complete review forms as necessary []{t=""}