Client Services

One of the Nation’s prime independent financial services firms is looking for a dedicated individual for their Client Services Specialist position. This Client Services Specialist candidate will be accurately processing all new assets under management & Life Case applications along with following up with clients. This individual should be detail oriented and have exceptional problem-solving skills, great customer service and work well with the team. This position offers a chance to work with a fast-growing firm that will provide opportunity to advance.

• High School Diploma or equivalent 
• Preferred 2 years’ experience in financial services (application processing a plus)
• Excellent written and verbal communication skills
• Excellent customer service skills.
• Detailed oriented
• Proficient in Microsoft Office suite, word and excel

• Life Insurance experience a plus

$50,000 – $58,000/Year

Great benefits and 401 K plan