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Client Service Representative

Bdt & Associates Inc
La Mesa, CA

Job Description

Job Description

Benefits:

  • 401(k)
  • Bonus based on performance
  • Paid time off
Seeking a high quality, self motivated, standout candidate who embodies and upholds our CORE values. Do you lead with honor, have integrity and the ability to build strong lasting relationships with our clients with the ability to balance work and life?

Candidate must provide invaluable support to our financial adviser(s) and their client base, overseeing a 15-person office. We require someone with boundless energy, a determined mindset, and the ability to work autonomously. Serving as the vital link between our clients, advisers, and business associates, you'll leverage your exceptional communication and listening skills to ensure elite client service daily.

Success in this role hinges on your capacity to stay abreast of products, resources, company policies, and procedures, all while being an adept communicator. Ideal candidates are detail-oriented, self-motivated, and possess outstanding interpersonal skills for fostering enduring relationships.

Responsibilities and Duties

As a Client Services Representative, your duties encompass but are not restricted to: handling incoming calls, welcoming clients, managing appointment scheduling and confirmations, organizing files, conducting data entry tasks, handling fax and email communications, conducting research, and preparing and processing appointmentsall while prioritizing and upholding client confidentiality at all times.

Requirements :

Associate degree in business administration preferred
1+ years of client service experience, preferably in related field
Successful completion of provided training
Proficient computer skills with MS office suites
Outstanding communication skills; both verbal and written
Strong people skills
High sense of urgency
Organization skills
Strategic thinker
Assertive drive

Benefits :

Full-Time
Salary position
401k plan with 4% contribution from employer
Discretionary bonus based on individual and team performance

Posted 2026-06-26

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