Client Service Assistant
Client Service Assistant
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Salary Not Disclosed
1 Vacancy
Job Description
Looking to learn something new Quality Financial Concepts of Maryville TN is seeking to hire a full-time Client Service Assistant to support our growing Client Service team. Quality Financial Concepts a 40-year-old firm is a full-service financial advisory firm providing retirement planning investment management estate planning tax services and insurance protection. The Client Service team is the point of contact for our clients they handle paperwork to open new accounts and update existing accounts in an efficient timely and accurate manner. This position is the perfect transition to a new industry. We are looking for a candidate who is eager to learn and willing to grow into the role of Client Specialist.
RESPONSIBILITIES
- Provides exceptional and timely service to clients both in person and by phone
- Details matter have the ability to provide error free service in an organized manner
- Scanning and uploading applications and documents
- Updating client documents
- Creating files and filing documents
- Scheduling and confirming client appointments
- Creates and updates daily tasks and documents processes
- Ability to accurately document steps taken and conversations for each client
- Ability to adhere to compliance and regulation procedures
QUALIFICATIONS
- High school diploma
- Previous customer service experience preferred
- High attention to detail a positive can-do attitude and willingness to work as a team
- Strong customer service skills
- Enjoys interacting with clients
- Willingness and interest to grow into the Client Specialist role
- Excellent written and verbal communications skills
- High degree of flexibility to deal with a variety of situations
- Ability to handle multiple tasks at the same time
- Must have a clean background check and fingerprinting
- Strong technology and computer skills (MS Office Suite - Word Excel Outlook)
This position pays a competitive salary based on experience. We also offer excellent benefits including medical dental vision 401k plan paid time off. Our business hours are Monday through Friday from 8 am to 5 pm. Additionally we provide an exciting challenging and rewarding workplace and experience that offers advancement opportunities and working with a great team and we are a small family friendly firm.
ARE YOU READY TO JOIN OUR TEAM
If you are the right fit for the Client Service Assistant position apply today so that we can review your information. Please email your cover letter and resume to . We look forward to working with you!
Employment Type
Full-Time
