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A financial organizational is seeking a Client Service Associate to join their team. You will work between 30 to 40 hours each week.
Job Duties:
- Schedule meetings
- Complete and send paperwork via DocuSign, email, and USPS
- Complete money movement transactions for clients
- Minor maintenance in our CRM
- Light marketing posting; eventually become our website and SalesForce onboarding administrator/trainer
- Perform other office duties as assigned
Qualifications:
- Must have previous Client Service Associate experience; licenses not required
- Must have experience their custodial software with Charles Schwab, Salesforce, Docusign while having accurate data entry skills
- Must have an articulate, professional, and upbeat phone voice
- Must have excellent customer service, organizational, and communication skills
Only candidates that can pass a background check and drug screen will be considered.
Area Temps still believes that the best way to serve both our employees and our customers is through personal service. To apply for this Financial Client Service Associate position, please submit your resume to lakewood@areatemps.com , call (216) 706-7347, or TEXT “your name & 179193” to (216) 227-3133.
