Senior Client Services Associate Job at rekroot, Boca Raton, FL

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  • rekroot
  • Boca Raton, FL

Job Description

Are you looking to grow your career in financial services while working in a collaborative, family-oriented environment? At our firm , we blend the stability of a nationwide company with the personal touch of a close-knit team. If you're detail-oriented, proactive, and passionate about delivering an exceptional client experience, this role may be right for you.

What You’ll Do:

As a Client Service Specialist , you’ll be the go-to person for both clients and advisors, ensuring a smooth and professional experience. Your role will be dynamic, combining administrative expertise, client service, and operational support.

Be the first point of contact – answer client inquiries and assist with account-related requests

Manage scheduling and logistics for meetings between clients and advisors

Process paperwork and service requests with precision and efficiency

Maintain client files and support back-office operations

Engage in proactive client outreach to strengthen relationships

Collaborate with the team to enhance the client experience

What We’re Looking For:

Financial services experience - ideally a 7 & 66 license.

Strong organizational & time management skills – you thrive in a fast-paced environment

Tech-savvy mindset – experience with CRMs (Salesforce preferred) and Microsoft Office

Outstanding communication skills – both written and verbal

Proactive problem solver – you take initiative and think independently

This is a full-time, in-office position where you’ll have the opportunity to make a real impact.

Job Tags

Full time,

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