JOIN OUR TEAM TODAY. One of our top Financial Firms has a Client Services Associate / Business Processor position available. They were recognized in 2023 as one of the Fastest Growing Companies by the QCBJ and are continuously nationally recognized as a top producer. They specialize in providing comprehensive financial and wealth management services, focusing on retirement planning and tax efficiency for individuals nearing or in retirement. YOUR...
JOIN OUR TEAM TODAY. This is a full-time position in Pensacola, FL. YOUR ROLE. As a direct point of contact for prospects and clients, you will be responsible for the delivery of administrative tasks within the office. HOW YOU WILL MAKE AN IMPACT. First-line of contact for prospective and current clients of the firm. Meeting & Greeting. Inbound and outbound call support. Office physical appearance. Document and update client records. Processing p...
We are seeking an Account Specialist to join our team. You will perform clerical and administrative functions in order to drive company success. Responsibilities. Draft correspondences and other formal documents. Plan and schedule appointments. Help assist onsite guests. Answer inbound telephone calls. Develop and implement organized filing systems. Perform all other office tasks. Qualifications. Previous experience in customer service or other r...
