Client Service Assistant

TO APPLY: Send Cover letter, Resume and Salary History to:  dpgrouphr@yahoo.com   Incomplete responses will not be considered.

 

Want to be part of a team that loves what they do?  Want to be appreciated for your contribution and commitment?Looking for an opportunity with significant growth potential?

 

DP Group is a national consulting firm that specializes in practice management and marketing consulting for the financial services industry.   

 

We are looking for a Client Service Assistant who is driven, intelligent, and hard working to assist with the coordination and management of client projects and build fantastic client relationships.

 

If you?re best in a ?work hard, play hard? environment made up of a committed team of professionals working toward ambitious goals, then DP Group is the place to be.

 

Position Summary

Support consulting engagements by providing ?top-notch client service? to clients and consultants, including: 

 Coordinate team schedule Enter, monitor and follow up on team and client activitiesSchedule and confirm conference calls and meetings as directed by CRM Update and maintain client files, binders, tracking forms and reports Prepare all client paperwork in preparation for client work blocks, meetings and calls (agenda, materials, etc.)Act as a secondary point of contact for all clients: intake, filter, and respond (phone & e-mail)

? Assist in the scheduling and preparation of speaking engagements

? Prepare marketing packets for speaking engagement

? Make travel arrangements

? As directed/needed work on firm organizational development projects/tasksBuild excellent client relationships by ensuring that client expectations are exceeded  

 

The Client Service Assistant plays an essential role in successful consulting engagements, ensuring that the consulting team is leveraged and that other aspects of client engagements are effectively and efficiently handled.  Position requires extensive use of CRM Software (Goldmine) to schedule, manage and follow up with projects.

 

Desired Abilities

 History of success in project and client relationship management Knowledge of financial services and/or insurance industry a PLUS!!   A quick learning curve and ability to think on your feet Strong intellectual, critical thinking, analytical and reasoning abilities Ability to manage multiple projects and priorities in a demanding, detailed environment Exceptional administrative and organizational skills, with superior attention to detailSuperior communication skills, written and verbal Independent self starter who works well in a collaborative team environment Excellent computer skills, with knowledge of Word/Excel, willingness to become expert Ability to follow systems and processes

 

What to expect?  If you have a positive attitude, exceptional skills & experience, and are interested in joining the best consulting firm in the business, we?d love to hear from you.  We offer competitive salary, significant bonus and profit sharing, employee benefits and some neat perks (company mascot is a German shepherd, paid vacation Christmas to New Years, corporate retreats, you get the idea).  Only those interested in being part of a dedicated, hard working team willing to go the extra mile and set the standard for ?excellence? need apply.

 

This position is in Redlands, CA (next to Riverside) and is an excellent opportunity for a high performer to relocate to a charming town close to Newport Beach, Big Bear Mountain, Palm Springs and Los Angeles.  Redlands is rich with history and community activities and is a great place to live and work.

No telephone calls, faxes or walk ins please.

Key words: project manager, account manager, client service manager, relationship manager, consulting, financial services.