What are the responsibilities and job description for the Client Services Assistant position at North Star Resource Group?
Position: Client Services Assistant
Reports to: Supervisor, Senior Partners.
COMPENSATION & BENEFITS:
- $20.00- $24.00 per hour depending on qualifications and experience
- Generous PTO package
- Life Insurance, Short Term & Long-Term Disability, Supplemental voluntary benefits.
- 401K with match.
ORGANIZATION/BUSINESS OVERVIEW:
Jacobs Financial is a financial services firm helping our clients start and stay on the path to financial security. The Jacobs Financial team operates on these foundational values that position us to put your needs first and help you pursue what matters most to you in life.
We are looking for individuals to join our company that live our core values:
- Be the guide people deserve
- Always focus on longevity
- Plan by order of importance
- Lead with a focus on values
POSITION SUMMARY:
This role is essential to our client experience and requires excellent customer service, confidentiality, and exceptional time management. As a client services assistant, you will be a vital piece of the office by completing the daily operations, including, but not limited to answering the phones and welcoming clients, scheduling meetings in outlook for our financial advisors, handling practice postal mail, faxing, and email, utilizing computer systems and programs in support of client relations, assisting financial advisor with client investment & insurance application submittals, recording & tracking of new and existing business. Replenishing refreshments for in-person clients, and other administrative tasks as assigned.
Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills and abilities.
- Strong computer skills, Microsoft Office Suite experience preferred.
- Excellent verbal and written communication skills
- Excellent customer service skills
- Maintains confidentiality of information
- Ability to coordinate multiple tasks and priorities.
- High attention to detail
- High school diploma or GED
This description covers the primary and principal duties of the job. It is not intended to give all details or a step-by- step account of the way each procedure or task is performed.
ADDITIONAL SKILLS AND EXPERIENCE:
- Good organizational and demonstrated problem solving skills a plus.
- Knowledge of insurance/ financial services industry
- Life/Health and Securities licensing is a plus.
Job Type: Full-time
Pay: $20.00 - $24.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $20 - $24
