Vaco Indianapolis has partnered with a company located on the north side of Indianapolis to fill a Client Relations Assistant.
This is a full time / direct hire role.
The Client Relations Assistant has responsibility for administrative duties including, but not limited to,
maintaining the client database, generating client leads and running weekly/monthly reports,
assigning office's unassigned clients.
Specific responsibilities include but are not limited to:
* Uses online search resources and sends letters to obtain updated contact information
* Responsible for scanning and e-filing client documents and correspondence
* Provides administrative support for client transitions due to planned or unplanned financial
* Responsible for sending Introduction letters to unassigned clients
* Responsible for Client Activity Report and identifying follow-up needed
* Proactively generates leads of unassigned clients
o Researches clients
