Client Service Representative
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing exceptional administrative support, we want to talk to you!
Our fast-paced financial firm, Family Wealth Strategies in Prospect, KY is seeking to add a Client Service Representative to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
This position is required to prepare new business and help service the existing client base with all service requests including beneficiary changes/withdrawals, incoming, client service calls, database management, and client appointment preparation. Preparing the main advisor for his/her review meetings and preparing issued accounts for delivery would be required
Key Skills:
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MPW is growing at a rapid pace. We would like to be able to interview any potential candidates as soon as possible. If you are interested in scheduling an interview, please text MPW to 25000, so that our virtual assistant Erin can get you scheduled. • This position is responsible for the operation...
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MPW is growing at a rapid pace. We would like to be able to interview any potential candidates as soon as possible. If you are interested in scheduling an interview, please text MPW to 25000, so that our virtual assistant Erin can get you scheduled. • This position is responsible for the operation...
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MPW is growing at a rapid pace. We would like to be able to interview any potential candidates as soon as possible. If you are interested in scheduling an interview, please text MPW to 25000, so that our virtual assistant Erin can get you scheduled. • This position is responsible for the operation...
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MPW is growing at a rapid pace. We would like to be able to interview any potential candidates as soon as possible. If you are interested in scheduling an interview, please text MPW to 25000, so that our virtual assistant Erin can get you scheduled. • This position is responsible for the operation...
US - KY - KY - Simpsonville
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MPW is growing at a rapid pace. We would like to be able to interview any potential candidates as soon as possible. If you are interested in scheduling an interview, please text MPW to 25000, so that our virtual assistant Erin can get you scheduled. • This position is responsible for the operation...
US - KY - KY - Glenview
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MPW is growing at a rapid pace. We would like to be able to interview any potential candidates as soon as possible. If you are interested in scheduling an interview, please text MPW to 25000, so that our virtual assistant Erin can get you scheduled. • This position is responsible for the operation...
US - KY - KY - Pendleton
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MPW is growing at a rapid pace. We would like to be able to interview any potential candidates as soon as possible. If you are interested in scheduling an interview, please text MPW to 25000, so that our virtual assistant Erin can get you scheduled. • This position is responsible for the operation...
US - KY - KY - Sulphur
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MPW is growing at a rapid pace. We would like to be able to interview any potential candidates as soon as possible. If you are interested in scheduling an interview, please text MPW to 25000, so that our virtual assistant Erin can get you scheduled. • This position is responsible for the operation...