Client Service Representative
2 days ago
We are seeking a highly organized and detail-oriented professional to join our team as a Client Service Associate at Harris Financial Services. Our company is a family-owned, successful, and growing Financial Advice business with a strong commitment to caring for our clients and team members.
Key Responsibilities:
- Answer incoming phone calls, direct inquiries, and manage messages.
- Greet clients and visitors, ensuring a welcoming office environment.
- Assist with meeting scheduling, preparation, and follow-up.
- Prepare paperwork for client accounts, ensuring accuracy and efficiency.
Qualifications:
- Strong communication and organizational skills.
- Ability to multitask and work effectively in a team environment.
- Experience or education in any one or more of the following is a plus: clerical work, sales, economics, marketing, or being licensed in the financial advice industry.
Benefits:
- Part-time, 15-30 hours per week.
- Monday – Friday, 8:00 AM – 4:30 PM.
- $24 - $26 per hour, based on experience.
- 6% Employer Match into 401(k) Retirement Plan after 6 months.
If you're a friendly, detail-oriented individual with a good heart and a good head on your shoulders, we'd love to hear from you. Apply today to join our team and contribute to our dynamic financial services office.
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