Seeking a self-motivated Client Services Representative to support financial advisers and their clients in a 1-5 person office.
Responsibilities include managing calls, scheduling, organizing files, data entry, and maintaining confidentiality while providing excellent client service.
Candidates should have 1+ years of client service experience, proficient computer skills, strong communication, organization, and interpersonal abilities.
Requirements include an associate degree preferred, successful training completion, and a strategic, assertive mindset.
Benefits include a full-time salary position, 401(k) with 4% employer contribution, discretionary bonuses based on performance, paid time off, and a supportive work environment aligned with core values.