What are the responsibilities and job description for the Client Service Assistant position at North Star Resource Group?
Position: Client Service Assistant
Compensation & Benefits:
- $22.00- $26.00 per hour depending on qualifications and experience
- Generous PTO package
- Life Insurance, Short-Term & Long-Term Disability
- SIMPLE IRA
Organization/Business overview:
Waypoint Group is an independent financial services firm helping our clients start and stay on the path to financial security. We are committed to your complete financial wellness; whatever life may bring.
We are looking for individuals to join our company that live our core values:
- Responsibility
- Integrity
- Growth
- Gratitude
- Service
Position Summary:
This role is essential to our client experience and requires excellent initiative, maintaining customer relationships, confidentiality, and exceptional time management. As a Client Service Assistant, you will be a vital piece of our practice by executing and completing the daily operations, including, but not limited to determine resolutions for complex situations, leveraging relationships with outside carriers and internal department specialist, mastering internal computer systems, and other tasks as assigned.
Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills and abilities.
- Four-year degree or equivalent work experience
- Strong computer skills, Microsoft Office Suite experience preferred
- Excellent verbal and written communication skills
- Uphold confidentiality of information that aligns with company’s core values
- Ability to coordinate multiple tasks and priorities
- High attention to detail
This description covers the primary and principal duties of the job. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed.
Additional Skills and Experience:
- Good organizational and demonstrated problem solving skills a plus.
- Knowledge of insurance/ financial services industry
- Life/Health licensing is a plus
Job Type: Full-time
Pay: $22.00 - $26.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- Life insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Work Location: In person
Salary : $22 - $26
