Client Services Specialist I

This position is a part of the Client Success Upgrade to see actual info this role you will request and prepare documents, conduct basic client needs analysis and be the point of contact for clients assigned to you. This position requires attention to detail, ability to manage a pipeline that ranges from 30-40 clients, accel in a deadline based environment. The skills needed to succeed in this role are as follows
1. Ability to communicate professionally and effectively in English
2. Organization
3. Problem Solver- be able to find the solution even when the existing system is not working.
4. Ability to grasp technology
5. Solid understanding of Excel
6. Accountability- when given a task, complete it by all means necessary
7. Ask questions - If you are not clear about something, please say something...ask a question
8. Note taker - While technology is great, nothing beats a notebook and a pencil or pen.
9. Flexibility - We are a small company 10 people, but the owner brings over 25 years experience to the table. We have been in business for over 10 years so we know what we are doing. However, technology and the marketplace require us to maintain pace. So you may hear we are doing it this way....and then later hear we are now doing it this way... What does all of that mean? Accept and Embrace Change, cause it always comes.
10. Analytical Mind Set - you have a natural likening for numbers, math, finance, accounting etc... Our company works in the finance industry, so being analytical is a plus

****WHEN YOU REPLY YOU MUST PUT THE FOLLOWING IN THE SUBJECT LINE "CSS-1 - LAST NAME, FIRST NAME"
IF YOU DO NOT DO THIS YOU WILL NOT BE CONSIDERED

Send your resume - not a link to your resume, just a resume as an attachment in .pdf format only please.
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