Client Service Representative

Full Time
Lynbrook, NY 11563
Posted
Job description

Comprehensive Wealth Management firm seeking organized, highly motivated individual to join our team. Excellent written and verbal communication skills a must.
Must be proficient with Microsoft Office and have excellent computer skills.
The position requires the following qualities: Friendly, detail-oriented, and self-directed, team-player, ambitious, excellent time management skills, and can work independently.
The position will be responsible for handling phones, client account paperwork, filing and marketing tasks as well as assisting the President of the firm. Training, Salary, Benefits, Lynbrook location, non-smoking office. Must have a car and drive. Permanent, Full-Time Position.

Job Type: Full-time

Pay: From $20.00 per hour

Benefits:

  • Health insurance
  • Paid time off

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Lynbrook, NY 11563: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Customer service: 1 year (Preferred)

Work Location: One location

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