Client Service Representative About this Role
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.
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
Paid time off
Monday to Friday
Customer service: 3 years (Preferred)
Work Location: Multiple Locations
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