This position is great for anyone experienced working in an administrative or coordinator position in an office job, whether remote or not.
In this role you continually find ways to help the client service associate by doing parts of their job that you have learned. In turn, the client service associates will be helping you to learn parts of their job so you can help them.
The client service associate is the main contact with clients and our advisors, as well as the main coordinator for everything the client wants to get done.
Your job is to help the client service advisor with various tasks which include listening to meeting notes, preparing email follow-ups, putting files where they go, updating data and finding new ways to help. This work will require learning our company software which is built on Microsoft.
You will be expected to keep learning about the company's services and how we deliver them, learn about our company processes and systems, and keep forging your own career path within the company. Using good teamwork skills is very important in our company.
The company provides financial services such as financial advising, insurance, legal and tax services to medical doctors and their families in the USA. We have been around for 12 years. Our #1 value is to do well by doing good.
Related roles are administrative assistant, admin, virtual assistant, executive assistant, coordinator, member services representative.
REQUIREMENTS
Chubb Fire & Security UK & Ireland
Walden University
Walden University
Cyberbacker Careers
atomic* HR