What are the responsibilities and job description for the Client Service Specialist position at Barnett Financial & Tax?
Barnett Financial & Tax is a leading financial services firm committed to providing innovative solutions to our clients. This role is vital, ensuring smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects.
This role will require you to manage application submission and account transfer follow-up, incoming client calls, outbound follow-ups, database management, and client appointment preparation.
We have two office locations. They are located in Auburn Hills and Grand Blanc. Candidates will need to be able to spend time in each location periodically.
Compensation: $50,000 yearly
This role will require you to manage application submission and account transfer follow-up, incoming client calls, outbound follow-ups, database management, and client appointment preparation.
We have two office locations. They are located in Auburn Hills and Grand Blanc. Candidates will need to be able to spend time in each location periodically.
Compensation: $50,000 yearly
Salary : $50,000