A financial services client is looking to bring on a contract to hire Client Services Representative in the greater Radnor, PA area. This is a client facing, onsite position that will support financial advisors with administrative duties and tasks.

Duties Include:

• Support financial advisors with their clients, book of business and daily tasks
• Engage with clients through in-person meetings and phone communication
• Draft and compile written materials, presentations, and reports
• Monitor and address tasks with set deadlines
• Manage incoming calls and record thorough, precise messages
• Organize and maintain files and documentation

What We Are Looking For:

• At least 1 year of experience doing administrative and sales support preferred
• Someone with very strong customer service skills both in person and via phone/email
• Strong understanding of general office procedures and equipment (including multi-line phones, FAX, computers, and keyboard skills)
• Proficient in Microsoft Office Suite
• Professional appearance and conduct required
• Positive, proactive attitude with the ability to prioritize, manage multiple tasks, and meet deadlines
• Interest in financial services would be ideal
• FINRA Series 7 and 66 licenses would be ideal

Hourly rate of $20-30, if not licensed.