What are the responsibilities and job description for the Client Services Associate position at Cimarron Wealth Management?
Client Services Associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operational duties of the firm, the Client Services Associate helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner. This role will provide ongoing service and support to clients that exceeds expectations.
Job Duties:
- Answer phones and schedule meetings
- Data Entry
- Clerical Duties
- Meeting preparation and assistance
- Develop and maintain working knowledge of services offered by the company
- Handles miscellaneous operational activities
- Pays attention to detail and has great organizational skills
Benefits:
401(k) & 401(k) matching
Paid time off
Schedule:
8 hour shift
Monday to Friday
Education:
High school or equivalent (preferred)
*Experience in financial services (preferred)
*Pay scale and responsibilities based on experience.
Pay: From $40,000.00 per year
Benefits:
- 401(k)
- Paid time off
Work Location: In person
Salary : $40,000