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Client Service Associate

Job Description:



Bring your potential and we will do the rest! Staffmark’s team is dedicated to finding the most rewarding career for you. We are seeking a Client Service Associate for a local, family-owned company in Bardstown, KY. Get your career moving with this temp-to-hire offer.

 

Requirements

  • Prior experience working in the financial industry
  • Proficient in the use of Microsoft, Redtail, and ShareFile.
  • Time management skills.
  • Ability to learn and adapt quickly.

 

Salary | $40,000 – $60,000 (based on experience)

 

Monday – Friday | 9 AM – 5 PM

 

Client Service Associate Job Description

  • Perform general administrative office functions.
  • Organize and maintain all client paperwork.
  • Correspond with clients to set up new accounts, asset transfers, and other forms.
  • Review and respond to emails.
  • Prepare for client meetings.
  • Data entry.
  • Assign work and provide feedback to the team.

 

Staffmark Employee Benefits

Medical, Dental, and Vision Insurance | Life Insurance | Short-term Disability | 401k Plans | Weekly Pay | Referral Bonus Potential | Employee Discount Programs

 

Take the next step by clicking ‘Apply Now’ to submit your application! Join us at Staffmark, where your future awaits.

Job Number: 1888130
Zip Code: 40004


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