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Client Services Admin
Posted: 06/09/2023
2023-06-09
2023-11-30
Employment Type:
Direct Hire
Industry: Administrative
Job Number: 10713
Job Description
Client Services Admin
If you are looking for an exciting opportunity to grow your career in the financial industry, work closely with the owner, and be part of a supportive and tight-knit team, we invite you to apply!
Why you should work here:
If you are looking for an exciting opportunity to grow your career in the financial industry, work closely with the owner, and be part of a supportive and tight-knit team, we invite you to apply!
Why you should work here:
- Small company with a close-knit, family-like atmosphere.
- Direct interaction with the owner, providing a great opportunity for learning and growth.
- Room to grow within the company, with a willingness to invest in your licensing.
- Your voice will be heard and you will have an active role in shaping the company's decisions.
- Quarterly bonus based on company profitability, rewarding your contributions.
- Enjoy the company of the office puppy!
- Excellent Benefits!
- Building and maintaining relationships with clients, providing professional and knowledgeable assistance.
- Answering preliminary financial questions and providing guidance on topics such as IRAs and Roth IRA accounts.
- Attention to detail in all financial transactions and documentation.
- Assisting team as an extension of their expertise.
- Participating in marketing and relationship-building activities, including upselling opportunities.
- No annuity experience is required for this role.
- Ability to pass a background check and credit check.
- 2-4 years of experience in the investment, banking, or financial industry.
- Strong work ethic, embracing the company's culture of hard work and accountability.
- Excellent communication skills, both verbal and written.
- Detail-oriented mindset and ability to handle complex financial tasks.
- Bachelor's degree in a related field (preferred but not required).
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Ready to discover your next career opportunity in Loveland, Ohio? Nestled in the scenic Great Miami River Valley, Loveland offers a perfect blend of small-town charm and big city amenities. With its close proximity to Cincinnati, job seekers can enjoy a thriving job market while savoring the town's picturesque beauty, vibrant arts scene, and delicious local cuisine. Explore job listings in this dynamic area near attractions like the Loveland Castle, unparalleled outdoor recreation at Loveland Bike Trail, and the excitement of attending games at Paul Brown Stadium. Embrace the unique culture of Loveland, and take your career to new heights in this captivating region!
