What are the responsibilities and job description for the Client Services Associate position at Mueller Wealth?
We are growing and adding staff!
Company Description
Mueller Wealth, LLC is a Registered Investment Adviser located in Mishicot, WI. Mueller Wealth, LLC emphasizes the importance of client-centered financial planning and is committed to ethical and professional standards.
Role Description
This is a full-time on-site role for a Client Services Associate at Mueller Wealth. The Client Services Associate will be responsible for providing client services, customer support, managing communications, assisting with customer service inquiries, and supporting financial operations. This role requires working closely with clients and the internal team to ensure excellent service delivery.
Qualifications
- Client Services, Customer Support, and Customer Service skills
- Strong communication skills
- Proficient with technology
- Basic understanding of finance principles
- Ability to prioritize and manage multiple tasks
- Excellent organizational and time management skills
- Detail-oriented and proactive approach to problem-solving
- Experience in the financial services industry is a plus, but not needed