Client Service Specialist

2 weeks ago


Flowood, United States Retirement Income Planning Full time
Job DescriptionJob Description

As Client Service Specialist, you will be responsible for providing exceptional customer service to our clients. This includes assisting them with account inquiries, scheduling appointments, processing financial transactions, and service work. You will also collaborate with our team by answering the phone, managing the office calendar, and providing general office support to our financial advisors.

  • Strong communication and interpersonal skills
  • Customer service experience and a passion for customer satisfaction
  • Excellent organizational and problem-solving skills
  • Ability to work well in a team and collaborate effectively
  • Proficiency in computer systems and software
  • Attention to detail and accuracy in managing client accounts
  • Previous experience in client services or a related field is preferred
Company DescriptionRetirement Income Planning is a full-service wealth management firm located in Flowood, MS. We are committed to helping individuals pursue their financial goals and offer a wide range of financial products and planning services.Company DescriptionRetirement Income Planning is a full-service wealth management firm located in Flowood, MS. We are committed to helping individuals pursue their financial goals and offer a wide range of financial products and planning services.

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