Financial Services Team Associate – Sacramento

GetJobSmart; Sacramento (CA); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Job summary

Vertex National Solutions in Sacramento, CA is seeking a Team Member for a full-time role. The position offers a salary range of $40,000 to $54,717 per year and provides health insurance, retirement plan, and paid time off.

You will perform data entry, customer service, and administrative support while contributing to client satisfaction. Successful candidates will have a high school diploma or equivalent, strong communication, attention to detail, and the ability to work well in a team.

Qualifications

• High school diploma or equivalent.
• Previous experience in customer service or administrative role is a plus.
• Strong communication and interpersonal skills.
• Attention to detail and organizational skills.
• Ability to work well in a team environment.
• Basic knowledge of financial services and processes is preferred.

Responsibilities

• Assist in the provision of financial services and solutions to our clients.
• Collaborate with team members to ensure timely and accurate delivery of services.
• Maintain and update client records and documentation.
• Participate in training sessions and workshops to enhance your skills and knowledge.
• Assist in the preparation and presentation of financial reports and analyses.
• Support the team in achieving our quality and service standards.

Skills

Data entry

Customer service

Administrative support

Teamwork

Education

High school diploma

Job description

Vertex National Solutions in Sacramento, CA is seeking a Team Member for a full-time role. The position offers a salary range of $40,000 to $54,717 per year and provides health insurance, retirement plan, and paid time off.

You will perform data entry, customer service, and administrative support while contributing to client satisfaction. Successful candidates will have a high school diploma or equivalent, strong communication, attention to detail, and the ability to work well in a team.