Financial Service Coordinator

7 days ago


Medina, Ohio, United States Myers Capital Advisors Full time
Job Overview

We are seeking a highly organized and detail-oriented Client Service Specialist to join our team at Myers Capital Advisors. As a key member of our operations team, you will be responsible for ensuring the smooth day-to-day operations of the practice while providing exceptional customer service to existing clients and prospects.

The ideal candidate will have 3 years of prior experience working in the insurance and/or financial industry, with proficiency in Microsoft Office and CRM software.



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