Client Service Associate
Kestra Financial Independent AdvisorRaleigh, North Carolina, United States
Posted July 6, 2023
Full Time
About the Company
Cunningham Financial, a growing financial planning firm, seeking a Client Service Associate to assist with back-office operations and client service.
Job Description
Client Service Associate position at Cunningham Financial, assisting with client meeting preparation, paperwork, and problem resolution, utilizing excellent customer service and problem-solving skills.
Requirements
- Advanced computer skills (Outlook, Word, Excel, and PowerPoint)
- Excellent communication skills, both verbally and in writing
- Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once
- Ability to build relationships with clients and internal partners and influence others without direct control
