Customer Service Associate

Job Title: Customer Service Associate

Company Overview:

At Modern Wealth Management, we are a team of experienced financial advisors committed to helping our clients achieve their financial goals. Our comprehensive approach to financial planning provides customized solutions that align with each client's unique needs and objectives. We are currently seeking an  Customer Service Associate to join our team and help us deliver exceptional service to our clients.

Job Description:

As a Customer Service Associate, you will play a critical role in supporting our financial advisors and clients. Your primary responsibilities will include:

*Providing excellent Customer Service to our clients

*Preparing and processing paperwork

*Opening and maintaining client accounts, ensuring that all necessary documentation is complete and accurate

*Processing client transactions

*Responding to client inquiries and requests in a timely and professional manner

*Maintaining accurate and up-to-date client records and documentation

*Assisting with other operational tasks as needed

*Answering incoming calls

Qualifications:

To be successful in this role, you should have the following qualifications:

* Minimum of a High School diploma or equivalent, associate or bachelor’s degree is preferred

*3+ years of experience Customer Service

*Strong organizational and problem-solving skills

*Excellent written and verbal communication skills

*Ability to work independently and as part of a team

*Proficiency in Microsoft Office and other common business software applications

Job Type: Part-Time 

Schedule: Monday- Thursday 12pm-5pm and Friday 12pm-4pm  

Work Location: In Person

If you possess exceptional organizational skills, a keen eye for detail, and a strong desire to assist others, we strongly encourage you to apply for this opportunity.