Client Service Specialist: Retirement & Financial Transitions

KENNEBEC VALLEY CHAMBER-CMMRC; Waterville (ME); On-site; USD 45,000 - 58,000; Full time

Job summary

A regional financial services firm in Waterville, Maine, is seeking a Client Service Specialist to assist clients with the administrative aspects of significant financial transitions like retirement. The ideal candidate should have at least two years of experience in a support or administrative role within the financial services sector. Key responsibilities include assisting clients with asset transfers and preparing essential reports. Strong organizational skills and attention to detail are crucial for success in this role.

Qualifications

• Minimum of two years in a support, sales or administrative role in financial services.
• Excellent organizational and communication skills are essential.
• High attention to detail is required.

Responsibilities

• Assist clients with transferring assets and accounts.
• Prepare internal and client-facing reports.
• Support client service team with administrative tasks.

Skills

Organizational skills

Communication skills

Attention to detail

Proficiency in Microsoft Office

Job description

A regional financial services firm in Waterville, Maine, is seeking a Client Service Specialist to assist clients with the administrative aspects of significant financial transitions like retirement. The ideal candidate should have at least two years of experience in a support or administrative role within the financial services sector. Key responsibilities include assisting clients with asset transfers and preparing essential reports. Strong organizational skills and attention to detail are crucial for success in this role.