C&A Industries, Inc CLIENT SERVICES / OFFICE ASSISTANT in Lincoln, Nebraska
Job Reference: 16-573033
CLIENT SERVICES / OFFICE ASSISTANT
Do you have a desire to help people? Good with numbers? Looking for a job that helps clients reach their personal financial objectives while minimizing their future tax liabilities? Then being a Client Services Representative is the right position for you! This local, downtown company is looking for someone to effectively reflect the mission, values and ideology of the practice in all communication that takes place through this position. So if you are looking for a fulfilling position that gives you maximum contact with clients all while maintaining a positive, ethical outlook on life, then this job is for you!
Client services representative responsibilities:
Interacting honestly and ethically with all clients
Accurately recording all information required for investments
Updating and monitoring the future needs of clients
Sending thank-you notes to clients
Preparing Portfolio Reviews
Client services representative requirements:
Proficient in Microsoft Office
Great verbal and written communication skills
Effective time management
Previous experience in the financial industry is preferred.
Client services representative perks!
Flexible 25-40 hours a week!
A great benefits package!
Retirement plan contribution!
Opportunity for upward mobility!
Don't miss out on the chance to apply for this great opportunity! Being a client services representative for this company means that you will have the chance to make a difference in someone's life each and every day, all while working in a great, close knit environment!
Position: Customer Service Representative
Physical Abilities: Up to 10lbs
Since 1969, Celebrity Staff has successfully placed thousands of exceptional professionals with leading organizations of all sizes, earning a reputation for confidentiality and integrity. We identify Administrative, Management, and Legal professionals for contract/supplemental, Match Hire®, and direct hire opportunities on a local and regional basis. Our experienced Account Managers know the pulse of the job market and provide personal service and support.
Health, dental, and life insurance
401K plan with employer matching funds
Weekly direct payroll deposit
For the most prompt response, please APPLY ONLINE.
Resumes may also be sent to email@example.com or call (402) 464-0600 for more information.
Applicants must be currently authorized to work in the United States on a full-time basis, and we will not sponsor applicants for employment visa status. We do not accept unsolicited applications or resumes from staffing, recruitment or other employment consulting firms.
As always, there is never a fee for candidates to utilize our services.