Position Details
About this role
This role involves supporting clients in the public sector by providing client service, managing databases, and assisting relationship managers with administrative tasks in a hybrid work environment.
Key Responsibilities
- Client support and issue resolution
- Sales tracking and database management
- Administrative duties
- Managing appointments and calendars
- Supporting relationship managers
Technical Overview
Requires proficiency in Word, Excel, PowerPoint, and Salesforce, with experience in client management and administrative duties.
Ideal Candidate
The ideal candidate is an entry-level administrative or client support professional with at least 1 year of experience, strong technical skills in Word, Excel, PowerPoint, and familiarity with Salesforce. They should excel in customer service, communication, and multitasking within a banking or financial services environment.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of administrative or clerical experience, No experience with Salesforce, No strong communication skills, High School Diploma not met
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