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Client Services Coordinator

Maitland, Florida 32751 | Direct Hire

Post Date: 02/20/18 Job ID: 13974 Industry: Administrative

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

Organizational skills

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

Generate reports

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!


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