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Client service associate

FIG Talent Solutions
Rochester, MN Full Time
POSTED ON 5/20/2024 CLOSED ON 6/8/2024

Job Posting for Client service associate at FIG Talent Solutions

JOIN OUR TEAM TODAY!

One of our leading Financial Planning Offices is expanding operations to better service their growing client base.

YOUR ROLE :

As a direct point of contact for prospects and clients, you will be responsible for the delivery of administrative tasks within the office.

HOW YOU WILL MAKE AN IMPACT :

  • First-line of contact for prospective and current clients of the firm
  • CRM data entry, enter notes, update workflows
  • Inbound and outbound call support
  • Mail and ship packages
  • Upkeep office physical appearance
  • Document and update client records
  • Processing paperwork and client requests
  • Communicate with insurance companies regarding policies
  • Calendar management

WHY YOU ARE THE RIGHT PERSON :

  • 3 years of experience in an administrative or client services function
  • 1 years of experience working at a professional services business (accounting, legal, financial planning, etc.)
  • Excellent verbal / written communications skills, computer skills (MS Office), and attention to detail

    • Last updated : 2024-05-20

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Estimate Salary for Client service associate in Rochester, MN
$50,296 (Medium)
$43,895 (25th)
$56,697 (75th)
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