What are the responsibilities and job description for the Client Care Specialist position at J.L. Perkins Wealth Management?
J. L. Perkins Wealth Management is a forward-thinking financial advisory firm committed to providing personalized financial planning services. We are driven by a commitment to client success, innovative strategies, and exceptional service. As we continue to grow, we are looking for a versatile and dynamic person to join our growing firm. We are not replacing anyone, so we are looking for someone who wants to grow with us. We are looking for A players, so B and C players won't be a good fit.
Job Type: Full-time
Pay: $40,000.00 - $48,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Compensation Package:
- Bonus opportunities
Schedule:
- Monday to Friday
Application Question(s):
- Please describe your ideal work environment.
- What excites you about the possibility of working for our firm?
- What motivates you to do your best work?
- How would your former colleagues or classmates describe you?
- What should an exceptional Client Care Team member have?
- Do you want to stand out? Record a 2-3 minute video telling us why you would be a great addition to our team and email the link to that video to careers@jlperkinswealth.com
Work Location: In person
Salary : $40,000 - $48,000