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Client Services Specialist

Company: Professional Placement
Location: Scottsdale
Posted on: September 22, 2022

Job Description:

One of the Nation's prime independent financial services firms is looking for a dedicated individual for their Client Services Specialist position. This Client Services Specialist candidate will be accurately processing all new assets under management & Annuity applications along with following up with clients. This individual should be detail oriented and have exceptional problem-solving skills, great customer service and be apart of a team. This position offers a chance to work with a fast-growing firm that will provide opportunity to advance.Job Requirements:--- High School Diploma or equivalent - --- Preferred 2 years' experience in financial services (application processing a plus) --- Excellent written and verbal communication skills --- Excellent customer service skills. --- Detailed oriented --- Proficient in Microsoft Office suite primarily email, calendar and excel Great benefits and 401 K plan

Keywords: Professional Placement, Scottsdale , Client Services Specialist, Other , Scottsdale, Arizona

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