Client Service Associate

Join our team as a Client Service Associate and help our clients with personalized financial planning and support. We offer a career-advancing opportunity with training, mentoring, and licensing support.

Requirements

• Associate (2-year) degree or equivalent
• 3-5 years relevant experience required
• Experience working in a client service environment
• Detail-oriented, strong math, and analytical skills
• Good organization and time management skills
• Able to manage multiple priorities and prioritize effectively
• Able to independently work with minimal direct supervision
• Able to communicate with all levels within the organization
• Process oriented and can work with a team
• Strong computer and software skills

Benefits

• 401(k)
• Health, dental, and life insurances
• Vacation time
• Sick time