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Client Service Assistant
3 months ago
starting pay $18.50 - $20 per hour with increase to starting pay within 90 days.
- **Main Responsibilities**:_
- Assist with financial clients
- Data entry to include information in Excel
- Answer and make outgoing calls
- Schedule office appointments and keep the calendar organized
- Handle basic office duties (scan, file & copy)
- Obtaining and following up on necessary documentation
- Keeping highly confidential files detailed and organized
- Assist with occasional events or workshops as needed
- Performs other duties as assigned to meet all business needs
- **Qualifications**:_**COMPLETE
- Indeed's Pre-Screening Phone, Typing and Skill Testing**
- 1 year consecutive office experience in the financial or insurance industry
- Data entry - Type 40 wpm *provide test or certificate
- Maintain a professional demeanor and professional appearance
- Responsible for opening and closing
- Must be reliable and have strong communication skills.
- Must pass a criminal background check and a Drug-free workplace
- Good clear printing
- Be able to work 1-2 evenings Mon-Fri. if needed
- Attention to detail and problem solving skills
- Customer service skills verbal and written
- Multi-Task and manage time effectively
- Work with very little supervision
- Able to handle multiple tasks at a time
- Proficient in Microsoft Office, Word, Excel, and Data Entry
- High School Diploma
- Able to lift 10 pounds
- Valid Drive's License and proof of auto insurance
Pay: From $18.50 per hour
Expected hours: No more than 40 per week
**Benefits**:
- Health insurance
- Paid time off
Compensation package:
- Bonus opportunities
Schedule:
- 8 hour shift
- Monday to Friday
**Experience**:
- Office/Financial or Insurance: 1 year (required)
Ability to Commute:
- Tomball, TX 77375 (required)
Work Location: In person