What are the responsibilities and job description for the Client Services Specialist position at Kennedy Financial Services?
Looking to partner with like-minded individuals with a servant heart and wants to make a difference. Kennedy Financial Services is a planning firm that specializations span from investments to taxes to insurance to legacies. Our mission is to help the families that we work with live Life on purpose so that they can focus on what is most important to them—their families and their successes.
We are in industry leader in Life Planning. Whether you are looking for a career that could allow for development and promotion or simply a career in which is gratifying in the term of truly making a difference in someone’s life, we may be the fit. This individual must also be able to attend to every detail while remembering to think outside the box.
He/she must be a good listener, flexible, open and forthright, and trustworthy.
Required Skills & Experience:
- Experience in client relations
- Organization
- Communication
- Customer service (phone, email, mail)
- Paperwork
- Various office tasks.
Applications may be filled out in person.
Job Type: Full-time
Expected hours: 40 per week
Schedule:
- 8 hour shift
- No weekends
Ability to Commute:
- Eastland, TX 76448 (Preferred)
Ability to Relocate:
- Eastland, TX 76448: Relocate before starting work (Required)
Work Location: In person
