Client Service Representative

2 days ago


Kalispell, Montana, United States Harris Financial Services Full time
Client Service Associate

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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