Job Description

Successful financial planning company is seeking an experienced Financial Customer Service Representative to join their team!

Monday - Friday; 7 am - 3 pm

Job Duties:

  • Answer phone lines
  • Assist with client inquiries
  • Attend interface meetings with the Home Office
  • Assist with administration duties as needed

Skills Required:

  • Professionalism
  • Good attention to detail and follow-up
  • Good Excel skills
  • Good writing skills
  • Basic math skills
  • Problem solving skills
  • Ability to prioritize
  • Experience in financial industry a plus


  • High School Diploma
  • Associates or Bachelor's Degree a plus

Salary starting at $16/hr; salary commensurate with experience