What are the responsibilities and job description for the Client Service Associate position at tsbankinggroup?
Job Description:
TS Prosperity Group is seeking to hire a Client Service Associate. This position will work in a high-quality service environment within the financial services industry. They will be responsible for a wide variety of client processes and communications while having awareness of operational processes to achieve the client’s needs. Must have a basic understanding of finance, investments, and investment products.
Preferred education and/or experience includes: 2 years' experience interacting with clients in a high-quality service environment is required. 1 year or more of experience in personal financial planning, wealth management, tax preparation or banking is preferred. Bachelor's degree or greater is preferred, but not required for applicants with sufficient relevant experience to the position.
Location: Council Bluffs, IA