Responsibilities
- Provide exceptional customer service to clients by addressing inquiries, resolving issues, and providing accurate information
- Assist clients with financial transactions, including deposits, withdrawals, and transfers
- Educate clients on various financial products and services offered by the company
- Collaborate with team members to ensure a smooth and efficient customer service experience
- Maintain accurate records of client interactions and transactions
Qualifications:
- Strong communication skills, both verbal and written
- Excellent problem-solving abilities to address client concerns effectively
- Ability to multitask and prioritize tasks in a fast-paced environment
- Basic knowledge of financial concepts and terminology
- Proficiency in using computer systems and software applications
- Attention to detail and accuracy in handling financial transactions
Skills:
- Financial sales
- Financial planning
- Public accounting
- Financial concepts
- Cash management
- Wills trusts estate law
- Financial services
- Investment management
- Technical accounting
- Wealth management
We offer competitive compensation, comprehensive training, and opportunities for career growth within the company.
If you are a motivated individual with a passion for providing excellent customer service, we would love to hear from you.
Please note that this is an entry-level position, and no extensive prior experience in the financial industry is required.
We are looking for candidates who are eager to learn and grow in a dynamic customer service role.
To apply, please submit your resume along with a cover letter highlighting your relevant skills and experiences.
We thank all applicants for their interest; however, only those selected for an interview will be contacted.
Job Type: Full-time
Pay: $48,380.
65 - $58,264.
87 per year
Benefits:
* 401(k)
* Health insurance
* Life insurance
Compensation package:
* Profit sharing
Weekly schedule:
* Monday to Friday
* Weekends as needed
Work setting:
* In-person
* Office
Work Location: In person
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