What are the responsibilities and job description for the Client Service Specialist position at Barnett Financial & Tax?
Barnett Financial & Tax is a leading financial services firm committed to providing innovative solutions to our clients. This role is vital, ensuring smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects.
This role will require you to manage application submission and account transfer follow-up, incoming client calls, outbound follow-ups, database management, and client appointment preparation.
Compensation: $50,000
This role will require you to manage application submission and account transfer follow-up, incoming client calls, outbound follow-ups, database management, and client appointment preparation.
Compensation: $50,000
Salary : $50,000