Client Services Representative

Pinnacle Partners is assisting with a search for a Client Service Associate. This is a high level, Client Services/Customer support based position with administrative duties specific to the financial services industry.This is a full time, direct hire opportunity that work primarily in office in downtown Indianapolis. One WFH day per week will be offered. Parking will be fully paid.ResponsibilitiesProvide support to the Financial Advisor in the form of maintaining detailed documentation on client correspondence in SalesforceGather and verify accuracy and completion of documentsFollow up with clients on missing documents via email, letters and phone callsAssist clients with questions, inquiries and problem solvingWork heavily with detailed documentation where accuracy is crucial. Documentation will work with numbers, so an aptitude for accounting/numbers is idealQualifications5+ years of professional level customer service within a corporate settingExcellent written and verbal communication skills and a polished presentationProficient in MS Office, and prior experience working with a CRM, Salesforce preferredStrong administrative skills, with a history of working with detailed documentation where accuracy is crucialPreference for experience out of the financial services industryFull benefits package available.