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Client Services Manager

BANDER Investments
Idaho Falls, ID
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

We are seeking a Client Services Manager to join the team at our busy financial planning office! You will be responsible for helping customers by providing account and service information and resolving issues. The right person for this position is someone who actually likes to make lists and check items off. Someone who follows up on that list regularly. Someone who prefers a fast pace at work over a slower pace. Someone who is willing to figure out as much as they can about a new software or new process as they can on their own.

Responsibilities:

  • Open new accounts
  • Provide information about accounts
  • Troubleshoot and resolve account issues and concerns
  • Document and update customer records based on interactions
  • Develop and maintain a knowledge base of the evolving products and services

Qualifications:

  • Previous experience in customer service, sales, or other related fields
  • Ability to build rapport with clients
  • Ability to prioritize and multitask
  • Positive and professional demeanor
  • Excellent written and verbal communication skills
Company Description
BANDER Wealth Management is a full service business offering clients assistance with their financial planning including retirement plans, tax planning, risk assessment and so much more.

BANDER Investments

Why Work Here?
Great pay, fast-paced environment

BANDER Wealth Management is a full service business offering clients assistance with their financial planning including retirement plans, tax planning, risk assessment and so much more.

Address

810 Pancheri Dr.

Idaho Falls, ID
83402 USA

Industry

Business

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