Financial Service Liaison

3 days ago


Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time
Job Summary

Providence Financial and Insurance Services, Inc. is a dynamic team in the financial services sector. We are seeking an experienced Client Service Associate to join our team.

Job DescriptionMain Objectives

To provide exceptional client service by communicating directly with clients to understand and service their financial needs.

To collaborate with various departments to streamline service processes and ensure client satisfaction.

Responsibilities and Accountabilities
  • Develop and maintain in-depth knowledge of our products and services.
  • Ensure client satisfaction and provide professional client support.
  • Collaborate with various departments to streamline service processes.
  • Handle complex client complaints or issues.
Requirements and Qualifications

Minimum 2 years of experience in the financial services industry.

Proficiency in CRM software and strong computer skills.

Exceptional communication and interpersonal abilities.

Strong leadership skills with the ability to motivate and guide a team.

Salary and Benefits

Estimated annual salary: $65,000 - $85,000 based on experience and location. We also offer opportunities for career growth and professional development.



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