Customer Experience Associate

6 days ago


Holland, Michigan, United States Kammeraad Financial Group, LLC Full time
Overview

Kammeraad Financial Group, LLC is a reputable financial planning firm with over 50 years of combined experience. Our team is dedicated to delivering exceptional financial strategies and plans to our clients.

Job Requirements

We're seeking an experienced Customer Experience Associate who can provide outstanding customer support, assist in financial planning processes, and perform administrative tasks as assigned.

Key Responsibilities
  • Communicate effectively with clients and provide exceptional customer support
  • Assist in financial planning processes and perform administrative tasks as assigned
  • Develop and maintain strong relationships with clients
Requirements
  • Bachelor's degree in Finance, Business Administration or a related field (preferred)
  • Series 7 & 63 licenses or ability to obtain
  • Previous experience in a customer-facing role, preferably in finance or a related industry
Compensation

The estimated salary range for this position is $60,000 - $80,000 per year, based on experience.



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