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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

Dental insurance
Health insurance
Paid time off
Vision insurance

Monday to Friday

Customer service: 3 years (Preferred)

Work Location: Multiple Locations

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Retirement couple receiving financial services from The Family Wealth Group

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Or give us a call at 859.309.0349.