Client Services Specialist
  • Job Posting Expires: 6/30/2022
2M ago
$30,000 to $40,000
Full Time
No
Administrative, Support and Clerical
None
None
Primary Duties

Our Company

 

Our firm has been around for about 14 years.  Our business and staff continues to grow. We are located in Norfolk, NE, but we service companies nationally.  We work with businesses, churches, and schools to provide a quality retirement plan for their employees.  We are focused on providing a customized plan to assist participants on their way to retirement. Employees are part of an organization that has established an outstanding reputation for quality services. We believe your role in the Firm should lead to personal growth and opportunity for advancement.

  

Job Duties:

In this position, you will work within a team to complete the following work daily.

  • Work within a team to answer any incoming & outgoing phone calls throughout the day
  • Understand all forms & answer general questions about the forms
  • Learn and answer general website questions
  • Oversee incoming emails according to the schedule provided
  • Add tasks to team workflow based on incoming forms & inquiries
  • Review and approve client forms
  • Prepare and mail client communications
  • Update Contact management software
  • Assist with process improvement projects

 

Work Hours:

 

In this position you will work during our normal business hours 8AM – 5PM with a 1-hour lunch.  During busier times of the year, overtime may be recommended depending on workload.


Required Knowledge, Skills, and Abilities
  • Excellent verbal and written communication skills.
  • Excellent organizational skills and attention to detail.
  • Excellent time management skills with a proven ability to meet deadlines.

Compensation Details

Base pay may vary depending on experience.


Benefits

What’s in it for you?  

  •  Employee Ownership Plan
  •  Paid Time Off for Vacation, Sick and Personal
  •  Generous Paid Holidays
  •  Community Service Paid Time Off
  •  Competitive Health Insurance
  •  401k Retirement Plans with competitive employer paid match
  •  Work/Life Employee Assistance Program

How to Apply

Apply for this position through our company link with Bamboo HR:  

https://wealthfirm.bamboohr.com/jobs/view.php?id=47