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
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
Funding
Current Stage
Early StageCompany data provided by crunchbase