I will spend the vast majority of my time working on client-servicing activities, so that you can focus your efforts on growing your business successfully.
Functional Responsibilities (Services):
- Coordinate and execute service activities, such as Onboarding new clients, resolving Service Requests, gathering and compiling data for client meetings, maintaining client files and handling day-to-day client requests.
- Assist in establishing the parameters of a project with a client
- Assist with the development of training materials and manuals
- Process tasks and resolve issues in a timely and accurate manner
- Manage relationships with clients and internal and external resource providers
- Partner with Senior Advisors and Service Advisors to fulfill client requests and resolve service-related issues and inquiries
- Clerical Support
- Data Entry
- Word Processing/Spreadsheets/PowerPoint Presentations
- Email Correspondence/Letter Writing
30 Days of Virtual Assistance