Customer Service Associate

Requirements

To succeed in this role, you should bring:

• Excellent communication and people skills

• Strong attention to detail and follow-through

• A background in client service—financial services experience is a plus

• Comfort with CRM tools, scheduling systems, and common office software

• A calm, professional demeanor and a natural problem-solver mindset

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Benefits

• Competitive base pay

• Health, dental, and vision insurance

• Paid time off and holidays

• A collaborative, stable work environment with room for growth

If you’re dependable, client-focused, and ready to join a strong team in the financial advisory space, I’d love to connect with you.