Client Services Specialist - Retirement & Investments

AGFinancial; Springfield (MO); On-site; USD 38,000 - 46,000; Full time

Job summary

Ag Financial is seeking a Client Services Representative in Springfield, MO to deliver exceptional care for clients regarding retirement and investment accounts. The role requires a motivated, customer-focused individual attentive to detail and able to multi-task within a team that values continual learning.

The position reports to the Supervisor of Client Services and focuses on accurate servicing and ongoing client support to ensure a high standard of service.

Qualifications

• The candidate will deliver client-focused service for retirement and investment accounts.
• Ability to multi-task and maintain attention to detail.
• Team-oriented and eager to learn in a collaborative environment.

Responsibilities

• Deliver exceptional care for clients regarding retirement and investment accounts.
• Report to and work with the Supervisor of Client Services.
• Maintain accurate servicing records and support ongoing client needs.

Job description

Ag Financial is seeking a Client Services Representative in Springfield, MO to deliver exceptional care for clients regarding retirement and investment accounts. The role requires a motivated, customer-focused individual attentive to detail and able to multi-task within a team that values continual learning.

The position reports to the Supervisor of Client Services and focuses on accurate servicing and ongoing client support to ensure a high standard of service.