Financial Services Assistant - Client Care Expert

TMS Financial; Green Bay (WI); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Family-friendly culture

Healthy work-life balance

Job summary

TMS Financial is seeking an Experienced Financial Services Assistant for our Green Bay office. The role supports tax and financial services for individuals and businesses, performing account processing, data maintenance and client communications.

The ideal candidate has 3+ years in finance or investment, strong interpersonal skills and the ability to learn new software. Bachelor’s/Associate degree in finance or related field is preferred but not required.

Qualifications

• 3+ years of experience in finance or investment industry.
• Bachelor’s or Associate degree in Finance, Business, Accounting, Marketing or related field (preferred).
• Strong communication and client service skills.
• Ability to learn and adapt to new software and technology.

Responsibilities

• Process new accounts, transfers, contributions and redemptions, beneficiary changes, address changes.
• Input and maintain accurate client information in databases and software.
• Research and resolve client concerns, questions or requests.
• Verify all requests are received and handled to completion.
• Effectively manage and prioritize workflow.
• Interact with clients via inbound calls and schedule appointments.
• Learn and run various specialized financial software applications.

Skills

Investment knowledge

Communication skills

Attention to detail

Technology aptitude

Leadership

Education

Bachelor’s or Associate degree in Finance, Business, Accounting, Marketing or related field

Job description

TMS Financial is seeking an Experienced Financial Services Assistant for our Green Bay office. The role supports tax and financial services for individuals and businesses, performing account processing, data maintenance and client communications.

The ideal candidate has 3+ years in finance or investment, strong interpersonal skills and the ability to learn new software. Bachelor’s/Associate degree in finance or related field is preferred but not required.