GENERAL SUMMARY OF DUTIES AND RESPONSIBILITIES:
The Client Service Specialist processes new business and services existing clientele. As an important part of the Service Team, the Client Service Specialist (CSS) will report directly to the COO and follow established policies and procedures. The CSS will follow processes in order to keep client workflow organized, compliant and timely. The CSS will have professional and respectful communication with clients, Co-Advisor, Clearing Firms, Insurance Companies, and other 3rd parties that will aid in the business capturing process while nurturing the client’s relationship with AFG. The Client Service Specialist will be energetic, organized and a team player.
AS FREQUENTLY AS NEEDED-
Job Type: Full-time
Salary: $50,000.00 – $70,000.00 per year
Supplemental pay types:
Work Location: One location
Our Mission Statement:
Challenging you to fearlessly live like every day is Saturday.
Our Core Values: