What are the responsibilities and job description for the Financial Services Representative position at Lead Advisor?
Job Summary
We are seeking a highly motivated Client Service Associate to join our team at Lead Advisor. As a Client Service Associate, you will be responsible for providing exceptional service to our clients by maintaining their relationships, processing client requests and resolving client inquiries.
The ideal candidate will have 2-5 years of comparable experience in the financial services industry, with a strong background in customer service and administrative functions. You will be organized, resourceful and detail-oriented, with excellent communication skills and a strong ability to multitask. Proficiency in Microsoft Outlook, Word, Excel and Adobe Acrobat is required.
This is a full-time position based in Westerly, RI, with competitive benefits and a salary range of $60,000-$75,000 dependent on experience. Future advancement potential exists when proficient in current job responsibilities.
We are seeking a highly motivated Client Service Associate to join our team at Lead Advisor. As a Client Service Associate, you will be responsible for providing exceptional service to our clients by maintaining their relationships, processing client requests and resolving client inquiries.
The ideal candidate will have 2-5 years of comparable experience in the financial services industry, with a strong background in customer service and administrative functions. You will be organized, resourceful and detail-oriented, with excellent communication skills and a strong ability to multitask. Proficiency in Microsoft Outlook, Word, Excel and Adobe Acrobat is required.
This is a full-time position based in Westerly, RI, with competitive benefits and a salary range of $60,000-$75,000 dependent on experience. Future advancement potential exists when proficient in current job responsibilities.
Salary : $60,000 - $75,000
