Financial Services Associate
3 weeks ago
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.
- 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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Financial Services Associate
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