Financial Services Client Care Admin Specialist

WizeHire, Inc; Sacramento (CA); Hybrid; USD 20,664 - 34,440; Part time

Job summary

A financial services company is seeking a Customer Care Advisor to support a Financial Advisor with administrative and client service tasks. The role can be part-time or full-time based on availability. Ideal candidates are reliable, organized, and professional on the phone. This position is an excellent opportunity for those looking to gain experience in the financial services industry and contribute to smooth operations while learning about client planning and financial solutions.

Qualifications

• Reliable and detail-oriented.
• Organized and professional on the phone.
• Interest in gaining experience in financial services.

Responsibilities

• Support a Financial Advisor with daily administrative tasks.
• Provide client service and foundational financial tasks.
• Maintain smooth operations and understand client planning.

Job description

A financial services company is seeking a Customer Care Advisor to support a Financial Advisor with administrative and client service tasks. The role can be part-time or full-time based on availability. Ideal candidates are reliable, organized, and professional on the phone. This position is an excellent opportunity for those looking to gain experience in the financial services industry and contribute to smooth operations while learning about client planning and financial solutions.