818 N. Mountain Ave
Client Service Associate
We are looking for an individual who is a self-starter and adaptable to work in a fast paced, high volume professional financial planning office. Role involves assisting multiple financial advisors with administering all aspects of client accounts. This includes frequent, extensive contact with each and every client.
This is an administrative position, not a sales position. Our focus is client service excellence. Currently the position is part-time, in an office setting. This position is ideal for someone looking to grow within the industry and move to a full-time employee.
Understanding the financial services industry is preferred for this position but not a requirement.
Candidate must be professional, friendly, outgoing, positive, and a detailed oriented individual. Having a good sense of humor is also a benefit. Must take the job seriously and take responsibility and ownership of the role.
Our office has a ‘work hard, play hard mentality’.
Job Skills and Requirements:
Additional preferred qualities:
Clear credit and background history is required.
Compensation is negotiable based on prior experience.
Currently offering 16-24 hours weekly, with high probability of becoming a full-time position. Office operates Monday through Friday, 8:30am to 5pm and is closed on weekends and major holidays.
Please email: cover sheet, resume, and salary requirements to firstname.lastname@example.org.