This position will be working with Financial Advisors filling out applications and financial documents. Attention to Detail, Great Client Interaction and Communication is a must!
 
Education, Experience and Qualifications:
High School diploma or general education degree (GED)
Bachelors in Finance or Business is preferred
Life Insurance License or Customer Service Representative (CSR); Or achieve licensing within 120 days of employment.
Previous Experience in Processing Insurance confidential, detailed paperwork.
 

Purpose:
To serve as a Client Service Specialist in our fast-paced Lexington, KY office/Georgetown, KY/Harrodsburg, KY. Be detailed oriented and assist advisors and the office with various industry specific tasks to help ensure the office runs efficiently.
 

Want to know about our company? Look us up at: thefamilywealthgroup.com
 

Job Type: Full-time
 

Salary: $16.00 - $18.00 per hour
 

Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
 

Schedule:
Monday to Friday
 

Experience:
Customer service: 3 years (Preferred)
 

Work Location: Multiple Locations