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# Front Desk Client Service Specialist

- **Company:** Other Staff
- **Location:** New Rochelle, NY, United States
- **Salary:** $55,000.0 - $65,000.0
- **Contract:** Permanent contract
- **Skills:** Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Office, Microsoft PowerPoint, Salesforce.Com, Microsoft SharePoint
- **Published:** July 2, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=e737ccf5e412269f

## About the Role

* High School Diploma required; College Education preferred
 * Professional Office Experience in Administrative, Receptionist or Client Service role
 * Excellent communication skills (verbal & written), attention to detail and organizational skills
 * Ability to multi-task with interruptions and maintain accuracy
 * Computer skills: MS Office (Word, Excel, Outlook, PowerPoint, SharePoint) Salesforce or other CRMs
 * Financial Service industry experience is a plus, not a must

## Description

Business Office Support

 * Manage Reception area and general inbox
 * Assist Marketing and Operations with Administrative tasks

Meeting Management

 * Schedule appointments per client's service model
 * Preparation work for client meetings
 * Follow up letters and scheduling
 * Follow compliance requirements and accurately enter all data in systems
 * Prepare Meeting Prep Action Plans

Client Support

 * Assist in client inquiries
 * Assist with incoming calls on main phone lines
 * Client guidance of online tools
 * Money Movements
 * Updating client data

Business Processing

 * Scan and log incoming mail and checks
 * Prepare new business paperwork and ensure client paperwork has all required information and signatures
 * Work directly with Home Office on Not In Good Order paperwork
 * Interact directly with clients to assist in routine transactions and service requests
 * Prepare annuity and insurance applications including third party
 * Partner with Home Office on forms returned for Not in Good Order Submission
 * Process financial planning payments/arrangements
 * Provide required disclosures for new account openings, new financial plans, and rollovers per service level standards.
 * Salesforce maintenance for merging records, updating names.
 * Maintain and track state securities and insurance licenses


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