We are seeking a detail-oriented Client Service Specialist who enjoys the challenge of providing world-class service to the firm’s financial planning clients. The role is ideal for a self-motivated person who can work with colleagues to navigate multiple tasks, which allow the firm to exceed client expectations.
We are a 33-year old financial planning firm that is thoughtfully expanding. We offer a great team environment, a reputation for excellence, established clients and excellent growth potential to help you reach your personal and career goals.
DUTIES AND RESPONSIBILITIES:
DESIRED STRENGTHS TO EXCEL IN THIS POSITION