Client Service Manager

11209 Brockway Rd Suite C203, Truckee, 96161 | 08/27/2018 | Ad id: 7-0000298018
Details

Austin and Abrams Financial Planning is looking to add a client service manager to our friendly, professional office.

We are seeking a reliable individual who has top-notch customer service skills in person & over the phone, as well as solid written and verbal communication.

This is a multi-functional role that includes handling telephone calls and other inquiries, establishing new accounts, processing deliveries and payments, preparing correspondence, furnishing account information, resolving problems and completing tasks in a timely and efficient manner. This position will provide overall administrative and operational client service support to assist the business activities of the Financial Advisors.

This is a part time position with flexible hours and the potential to evolve into full time. There is potential for career development and long-term advancement. A background check is required.

Please email your inquiry/resume to: Jessica.Abrams@ampf.com

Thank you!