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Financial Client Service Representative
Are you passionate about finance and dedicated to providing exceptional customer service? We seek dynamic individuals to join our growing team as Client Service Representatives. If you thrive in a fast-paced environment, excel at communication, and are genuinely interested in helping clients achieve their financial goals, we want to hear from you!
Prosperity Advisors LLC (www.prosperityadvisors.com), founded in 1989, is a financial advisory firm located in Overland Park, KS, with locations in Akron & Toledo, OH, and Carmel, IN. We provide financial planning and asset management services to individuals, small businesses, retirement plans, and nonprofits. We have experienced consistent growth, which we attribute to exceptional people providing exceptional client service.
As a Financial Client Service Representative in our Overland Park, KS office, you will be responsible for delivering outstanding client service to existing and new clients.
To succeed, you should have:
Your responsibilities as a Financial Client Service Representative:
Benefits:
We value our employees’ time and efforts. Our commitment to your success is enhanced by providing competitive compensation of $50 - $67k depending on experience and an extensive benefits package, including:
Plus, we work to maintain the best environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to our processes, decisions, planning, and culture.
We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Full Time
Business Services
$37k-47k (estimate)
02/02/2024
07/01/2024
insperity.com
SAN ANTONIO, TX
3,000 - 7,500
1986
Public
RICK WILSON
$3B - $5B
Business Services
Insperity provides human resources and business solutions to help improve business performance.