Client Service Representative

Seeking a self-motivated Client Services Representative to support financial advisers and manage a small office team.
Benefits include

• 401(k) with employer contribution
• Performance-based bonus
• Paid time off

Ideal candidates embody integrity, honor, and strong relationship-building skills, with the ability to work independently and prioritize client confidentiality.
Responsibilities encompass handling calls, scheduling, organizing files, data entry, and communication management, emphasizing excellent communication and organizational skills.

Requirements include

• associate degree preferred
• 1+ years client service experience
• Proficiency in MS Office
• Outstanding verbal and written communication
• Strong interpersonal skills, organization, and a strategic mindset

This full-time, salary position offers a chance to contribute to a dynamic team with benefits supporting work-life balance and performance rewards.