Client Service Associate
- Expired: over a month ago. Applications are no longer accepted.
Established and successful Virginia Beach, VA Financial Planning Firm is seeking a Client Service Associate.
Looking for a candidate that is an upbeat clear communicator, exceptional attention to detail, organized and good with completing work within needed deadlines. Proficiency with Excel also desired.
Main responsibilities include:
- Preparing paperwork for client appointments
- Attending client appointments as needed
- Assisting clients with paperwork completion
- Assisting clients with online portal access and questions
- Leading effort to complete all follow up items upon completion of client meetings
- Bill paying & expense tracking
- Filing and scanning within an office that is largely paper free
- Cleaning, maintenance & administrative tasks relating to the office building firm resides in
Position is part time 25/hours a week (5 hours a day M-F). Position has the flexibility overtime to grow into a full-time position if desired or remain part time. Starting hourly rate for position is $17.50.
Interested candidates should apply by emailing your resume to Sandi at firstname.lastname@example.org
800 Newtown RoadVirginia Beach, VA
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