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Client Services Associate

Company: N/A

Location: St. Louis, MO

Pay: N/A

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Job Description

Client Services Associate


 


A well-established financial
planning firm with 30+ years’ experience is looking for a top-notch Client Services Associate. Our team has always gone the extra step to help our clients deal
with the anxieties and frustrations of investing and working with banks,
insurance companies, employer retirement plans and other financial
institutions. We treat our clients like family and expect that level of concern
and care from you. It’s a great place to work with a very happy environment.


 



 


Duties include:



Job Requirements

You
should be able to compose a business letter, must pass a math test and be
proficient in MS Outlook, Word and Excel. Experience in the financial industry
is a BIG plus. You should be a self-starter who is dependable, friendly,
accurate, trustworthy, courteous, helpful and friendly. Non-smokers only. Bachelor’s
Degree or relevant experience.