Job Overview:
Our team is seeking a long-term hire for a growing financial planning advisory firm. We are pursuing a highly motivated & detail-oriented individual to join our team as a Client Services Specialist. Starting pay begins at $18.00 per hour. Benefits include health insurance, PTO, group life & disability benefits & a 401(k) with match.
Responsibilities:
* Maintain a professional attitude with team members, advisors & clients
* Scan, prepare forms & review materials for client meetings, process business & track resolution
* Follow up with clients to address questions & other service-related tasks
* Stay up to date on industry trends & market developments
Requirements:
* High school diploma or equivalent
* Basic computer & typing skills - Microsoft Office proficiency preferred
* Federal fingerprinting & complete background check
* Ability to prioritize tasks & meet deadlines
* Exceptional communication skills - both written & verbal
Join our team & contribute to our mission of delivering outstanding customer support & building long-lasting client relationships. We offer competitive packages, professional development opportunities & a collaborative work environment.
Job Type: Full-time
Pay: From $18.00 per hour
Expected hours: 40 per week
Benefits:
Compensation package:
Schedule:
Ability to Relocate:
Work Location: In person
Click the checkbox next to the jobs that you are interested in.
Click the checkbox next to the jobs that you are interested in.
Customer Interaction Skill
Customer Support Skill
Levin Furniture & Mattress, State College, PA
Levin Furniture, State College, PA