Pay: $25.00 - $30.00 per hour
Job description: Client Service Specialist
Overview:
A successful Financial Planning Firm located in Louisville is seeking a detail oriented, dependable, hardworking and dedicated individual for a part-time Client Service Specialist position. This person will be responsible for communicating effectively and maintaining strong relationships with our clients. This candidate will join a small practice that supports only one Financial Planner’s day-to-day operations. The office is located in Norton Commons. A background in financial services is preferred but not necessarily required.
This individual is expected to:
· Be a self-starter with initiative.
· Have a positive and can-do attitude under pressure and work with tight deadlines.
· Possess a high level of integrity and use discretion with confidential information.
The responsibilities for this position include, but may not be limited to:
· Answering the telephone and interacting with clients.
· Scheduling appointments, maintaining client files, and handling mail.
· Ordering and maintaining office supplies.
· Conducting a small amount of accounting in Quicken.
The Firm is looking for the following skill sets:
· Excellent communication skills, both written and verbal.
· Proficiency with Word, Outlook, and an overall comfort level with technology.
· Ability to prioritize assigned duties.
· Basic critical thinking / problem solving skills.
· Ability to handle multiple tasks with fluctuating priorities.
Job Type: Part-time 25 hours per week
Work Location: In person
Pay: $25.00 - $30.00 per hour
Work Location: In person
