Client Service Assistant

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

Looking to learn something new? Quality Financial Concepts of Maryville, TN is seeking to hire a full-time Client Service Assistant to support our growing Client Service team. Quality Financial Concepts, an over 40-year-old firm, is a full-service financial advisory firm providing retirement planning, investment management, estate planning, tax services, and insurance protection. The Client Service team is the point of contact for our clients, they handle paperwork to open new accounts and update existing accounts in an efficient, timely, and accurate manner. This position is the perfect transition to a new industry. We are looking for a candidate who is eager to learn and willing to grow into the role of Client Specialist.

RESPONSIBILITIES

• Provides exceptional and timely service to clients both in person and by phone
• Details matter, have the ability to provide error free service in an organized manner
• Scanning and uploading applications and documents
• Updating client documents
• Creating files and filing documents
• Scheduling and confirming client appointments
• Creates and updates daily tasks and documents processes
• Ability to accurately document steps taken and conversations for each client
• Ability to adhere to compliance and regulation procedures

QUALIFICATIONS

• High school diploma
• Previous customer service experience preferred
• High attention to detail, a positive, can-do attitude, and willingness to work as a team
• Strong customer service skills
• Enjoys interacting with clients
• Willingness and interest to grow into the Client Specialist role
• Excellent written and verbal communications skills
• High degree of flexibility to deal with a variety of situations
• Ability to handle multiple tasks at the same time
• Must have a clean background check and fingerprinting
• Strong technology and computer skills (MS Office Suite - Word, Excel, Outlook)

This position pays a competitive salary based on experience. We also offer excellent benefits including medical, dental, vision, 401k plan, paid time off. Our business hours are Monday through Friday from 8 am to 5 pm. Additionally, we provide an exciting, challenging, and rewarding workplace and experience that offers advancement opportunities and working with a great team and we are a small, family friendly firm.