What are the responsibilities and job description for the Client Services Assistant position at Barney Financial Services?
Barney Financial Services is a financial services company headquartered in Kearney, Nebraska. With a focus on providing exceptional financial solutions, the company is committed to serving clients with professionalism and reliability. Barney Financial Services strives to build lasting relationships by delivering high-quality services tailored to client needs. The company has established itself as a trusted partner in the financial industry.
This is a full-time, on-site role for a Client Services Assistant located in Kearney, NE. The Client Services Assistant will focus on providing excellent customer service by addressing client inquiries and ensuring satisfaction. Daily tasks include managing administrative duties, maintaining accurate client records, coordinating client communications, and supporting team members to meet organizational goals.
- Strong Interpersonal Skills and the ability to build positive client relationships
- Excellent Communication skills for effectively interacting with clients and team members
- Experience with Customer Service and ensuring Customer Satisfaction
- Proficiency in Administrative Assistance, including record management and multitasking
- Strong organizational skills, attention to detail, and problem-solving abilities
- Ability to work collaboratively in a team environment
- Prior experience in a client-facing role or within the financial services industry is a plus
- High school diploma or equivalent; additional qualifications in administration or finance are advantageous