Client Service Associate
| Category: | Clerical - Other |
| Location: | St. Joseph, MI 49085 |
| Pay: | $23.00 Hourly |
| Posted: | 4 days ago |
| Status: | Open |
Description
Client Service Associate
Join a team where exceptional service and financial expertise make a real impact every day.
Company Profile
Preparing for retirement, running a successful business, or looking to preserve and grow your wealth, our client is here to provide personalized planning that evolves with you. From investment strategies and tax-efficient planning to legacy and charitable giving.
What's in it for you?
Elwood Staffing associates are eligible for a comprehensive and competitive benefits package plus an exclusive savings program, including:
- Medical/Vision/Dental/Rx plans
- Holiday Pay
- Teladoc (online care)
- Referral Bonus Incentive
- Weekly Pay
- 401k
- And More!
Client Service Associate Details:
Temp-to-Hire position- $
23.00 to $ 26.00 / hour Full Time work availableFirst Shift ( Monday throughFriday from 08:00am to05:00pm )
- Prepare and submit client service request
- Communicate with clients to gather information, provide updates, etc
- Maintain accurate client data
- Assist with scheduling, confirmations and meeting coordination
Client Service Associate Qualifications:
- 2-5 years experience in financial services or similar environment
- Experience supporting clients, accounts, or advisors
- Experience in a role involving structured workflows
- Applicant may be subject to a background check
- Pre-employment drug screen is required as a condition of employment
*A conviction record will not necessarily prevent you from being employed. You will be required to complete and submit a questionnaire. We will consider your age at the time of the offense, when the offense occurred, the seriousness and the nature of the offense, as well as any rehabilitation to determine your employability.
We are an Equal Opportunity Employer and celebrate diversity at all levels of our organization.
How to Apply:
Visit, email, call, or text us today! Walk-ins are welcome! Feel free to apply online at www.elwoodjobs.com!
St. Joseph, MI
1000 Main Street
St. Joseph, MI 49085
(269) 983-1330
stjoseph.mi@elwoodstaffing.com
Qualifications
*See above for qualifications
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