Local Financial Services /Retirement Planning Firm is looking to grow their staff with a full time ClientServices Specialist. This position will be responsible for assisting the staff with the day to day duties of a busy office. Duties will include answering the phones, direct client contact, updating and entering information into the database, preparing client information for upcoming meetings etc.
This is an entry level position with tremendous growth for a candidate interested in the Financial Services Industry.
Educational Requirements: Associates Degree
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