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Client Service Representative – Finance
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 the 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 the 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.
Ready to take the next step in your career journey?
If you are prepared to embark on an exciting journey in the finance industry, join us in delivering unparalleled service and shaping the future of financial solutions!
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.
Job Type: Full-time
Pay: $50,000.00 - $67,000.00 per year
Benefits:
Schedule:
Work Location: In person
Full Time
$33k-41k (estimate)
02/02/2024
04/29/2024
prosperityadvisors.com
Akron, OH
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