Client Services Assistant jobs in United States
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Barney Financial Services ยท 2 days ago

Client Services Assistant

Barney Financial Services is a financial services company headquartered in Kearney, Nebraska, committed to serving clients with professionalism and reliability. The Client Services Assistant will focus on providing excellent customer service by addressing client inquiries and ensuring satisfaction, while managing administrative duties and supporting team members to meet organizational goals.

Financial Services

Responsibilities

Providing excellent customer service by addressing client inquiries and ensuring satisfaction
Managing administrative duties
Maintaining accurate client records
Coordinating client communications
Supporting team members to meet organizational goals

Qualification

Customer ServiceAdministrative AssistanceClient-Facing ExperienceOrganizational SkillsProblem-SolvingFinancial Services ExperienceInterpersonal SkillsCommunication SkillsTeam Collaboration

Required

Strong Interpersonal Skills and the ability to build positive client relationships
Excellent Communication skills for effectively interacting with clients and team members
Experience with Customer Service and ensuring Customer Satisfaction
Proficiency in Administrative Assistance, including record management and multitasking
Strong organizational skills, attention to detail, and problem-solving abilities
Ability to work collaboratively in a team environment
High school diploma or equivalent

Preferred

Prior experience in a client-facing role or within the financial services industry is a plus
Additional qualifications in administration or finance are advantageous

Company

Barney Financial Services

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Funding

Current Stage
Early Stage
Company data provided by crunchbase