Financial Services Associate

3 weeks ago


Louisville, Kentucky, United States Retireone, Inc. Full time
Job Overview

We are seeking a highly skilled Financial Services Associate to join our team at RetireOne, Inc.

The ideal candidate will possess excellent customer service skills and have the ability to work in a fast-paced environment.

This is a full-time position located in our downtown Louisville, KY office, with occasional remote work opportunities.

The salary for this role is approximately $42,000 per year, based on experience.

Responsibilities
  • Serve as the primary point of contact for investment advisors, providing superior service and resolving issues in a timely manner.
  • Manage client needs through to completion, utilizing follow-up, research, and collaboration with business partners to ensure timely delivery of information.
  • Prioritize and escalate emails and phone calls, ensuring that clients receive prompt attention.
Requirements
  • Previous customer service and/or operations experience preferred, but not required.
  • Excellent operational and organizational skills, with the ability to manage transactional work and prioritize tasks effectively.
  • Strong interpersonal, verbal, and written communication skills, with a focus on building relationships with clients and internal associates.


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