Client Service Associate
Company: VirtualVocations
Location: Topeka
Posted on: January 28, 2025
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Job Description:
A company is looking for a Specialist Client Service Associate -
Personal Strategy starting Summer 2025.
Key Responsibilities
Contact clients for portfolio reviews and financial planning
discussions
Interact with advisors about current clients and troubleshoot
client issues
Record client interactions within customer relationship management
software
Required Qualifications
Experience in proactive outbound calling
Experience with customer service and relationship management
Proven ability to maintain regulatory-driven policies and
procedures
Possesses a clean U4 record
Bachelor's degree with a Personal Financial Planning
concentration
Keywords: VirtualVocations, Blue Springs , Client Service Associate, Other , Topeka, Missouri
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