Client Services Coordinator
800 N Maitland Avenue Suite 204 Maitland, Florida 32751 | Direct Hire
Client Services Associate position open now!
Do you have the following knowledge, skills and abilities?
Proficient with Microsoft Office: Word, Outlook and Excel
Associates Degree or a Bachelor's degree
A customer service mentality
Excellent written and verbal communication skills
Experience working in the Financial Services and/or Banking industry
2-14 Life and Variable Annuity License (a big plus if you do!)
Check out the job duties:
Provide office support to sales and service team members
Daily service support (phone, e-mail, fax, etc.) to clients/customers
Prepare and process new account paperwork and account transfers
Update clients on account status, changes, transfers via phone and mail
Assist with answering questions and providing service support to clients
Maintain and update database and client accounts
Check out what we offer!
We stress that work/life balance is a priority!
We have a beautiful office located in the Maitland Center.
A comprehensive benefits package is offered including:
1. 401(k) with matching of 100% on 3% of employee contributions; and 50% on employee contributions between 3% and 5%.
2. Group Health Insurance Plan through Blue Cross and Blue Shield with the company paying the employee insurance monthly premium.
3. Generous PTO/Vacation days and company paid holidays!