Client Service Associate

As a Client Service Associate, you'll be the heartbeat of an exceptional client experience in a dynamic financial services environment. You'll be part of a team dedicated to the financial well-being of our clients, ensuring they receive unparalleled care and communication.

Requirements

• High school diploma required, associate's/bachelor's degree preferred
• At least 2 years of experience in client service or financial services
• Financial Service Licensing preferred
• Exceptional verbal and written communication skills
• Microsoft Office application skills
• Ability to maintain confidentiality and uphold ethical standards

Benefits

• Medical
• Dental
• Vision
• Life
• Disability
• 401k with company match
• Bonus Sharing