Client Service Admin: Growth Path to Specialist

Quality Financial Concepts LLC; Maryville (TN); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Quality Financial Concepts LLC in Maryville, TN is seeking a full-time Client Service Assistant to support our growing Client Service team. The role provides front-line service to clients, processes paperwork to open and update accounts, and helps maintain accurate records.

You will learn and grow into the Client Specialist role, join a small, family-friendly firm with regular hours, competitive benefits, and opportunities for advancement.

Qualifications

• High school diploma or equivalent required.
• Previous customer service experience preferred.
• Strong communication skills and attention to detail.
• Willingness to learn and grow into a Client Specialist role.

Responsibilities

• Provides exceptional and timely service to clients in person and by phone.
• Accurately scanning, uploading, updating client documents and accounts.
• Scheduling and confirming client appointments; creating and updating daily tasks.
• Documenting steps and conversations for each client; maintaining compliance.

Skills

Customer service

Attention to detail

Team player

Written and verbal communication

Time management

MS Office proficiency

Willingness to learn

Education

High school diploma

Tools

MS Office Suite

Job description

Quality Financial Concepts LLC in Maryville, TN is seeking a full-time Client Service Assistant to support our growing Client Service team. The role provides front-line service to clients, processes paperwork to open and update accounts, and helps maintain accurate records.

You will learn and grow into the Client Specialist role, join a small, family-friendly firm with regular hours, competitive benefits, and opportunities for advancement.