Data Entry Clerk, Clearwater

Process and manage daily operational reports with strict deadlines.
Handle confidential and sensitive information with discretion and accuracy.
Provide phone support for clients and financial advisors Proven experience in a client service or operations support role.
Strong proficiency in Microsoft Office, especially Excel and Outlook.
Excellent verbal and written communication skills.
Ability to make quick, informed decisions under pressure.
Professional, pleasant demeanor with a focus on client satisfaction.