About the Role. Keystone Financial Group, an affiliate of inSOURCE Financial Advisors, is seeking a. Client Service Assistant. to join our team in Trussville, AL. In this client-facing role, you’ll help deliver a seamless, integrated experience by supporting our advisors and building trusted client relationships. What You’ll Do. Serve as the first point of contact for clients—answering calls, scheduling appointments, and ensuring every interactio...
Company Description. We balance the techniques of innovative promotion and the inspiration of genuine connections allowing us to display client services and products in a way that beneficially targets consumers. Job Description. Client Service Assistant will perform customer interaction tasks to support a sales team for new customer onboarding. Candidates with great interpersonal skills and enjoy working in a fast pace environment are encouraged ...
Job Description. Client Service Assistant (Onsite / Shelton, CT) Monday-Friday 8:00AM-4:30PM. Pay Range: $17.20 - $24.32 / hour. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. Successful candidates may be eligible to receive annual performance bonus compensation. Benefits Informatio...
