Client Services Representative - Financial Advisory Firm
Job description
Legacy Solutions is seeking a client service associate who possesses general financial services knowledge, has good computer skills and can multi-task. This role includes the following:
- Paperwork preparation and processing
- Telephone reception
- Client meeting preparation
This position has upward mobility, access to a 401(k), and a salary range of $40-50k.
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Benefits:
- 401(k)
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Kennett Square, PA 19348: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Customer service: 1 year (Preferred)
Work Location: One location
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