We are a growing financial services office in the Charlotte area looking for motivated, people-oriented individuals to join our team as an Entry-Level Client Services Representative.
This is a great opportunity for someone who enjoys working with people, wants to develop professional skills, and is interested in learning more about the financial services industry. No previous financial services experience is required.
- Work with clients and prospective clients in a professional setting
- Assist with general client questions and needs
- Provide information and education on available services
- Build and maintain positive client relationships
- Communicate and follow up with clients as needed
-Participate in ongoing training and professional development
-Work with team members to achieve individual and office goals
-Maintain a professional and positive client experience
| Location | Huntersville, NC |
| Job Type | Full-time, Part-time |
| Salary | $51,500–$76,000 Per Year |
-High school diploma or equivalent
-Strong communication and interpersonal skills
-Professional and positive attitude
-Dependable, motivated, and willing to learn
-Comfortable working with people and as part of a team
-Previous customer service, sales, or financial services experience is helpful but not required
-Training is provided for qualified candidates
We are a growing financial services organization in the Charlotte metro are focused on helping individuals and families improve their financial future through education, protection, and long-term planning.
Our team is committed to developing professionals through mentorship, training, and leadership development. We provide flexible career opportunities for individuals seeking personal growth, professional advancement, and the ability to make a meaningful impact in the lives of others.
We welcome candidates from a variety of backgrounds, including customer service, management, sales, education, healthcare, military, hospitality, and business.