Client Services Associate jobs in United States
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Team Akeakamai at GFI ยท 7 hours ago

Client Services Associate

positionUnited States
timePart-time
remoteRemote
seniorityNew Grad, Entry Level

Team Akeakamai at GFI is seeking ambitious and driven individuals to join their team as Client Services Associates. In this role, you will serve as a key contact for clients, providing support and guidance on financial matters while helping them develop customized financial plans to achieve their goals.

Management Consulting
badNo H1BnoteU.S. Citizen Onlynote

Responsibilities

Serve as a key contact and liaison for clients to ensure their total satisfaction
Interact with clients & associates you are directly responsible for on an ongoing basis, providing support needed in a timely, professional and courteous manner
Share financial knowledge, education, and strategies for business matters, investments, insurance based protection, retirement, savings and estate planning to help clients and business owners progress financially
Work with clients to develop customized financial plans that fit their unique needs & goals
Help clients understand their financial situation and provide expert advice on how to improve it
Guide and support clients from budgeting and debt reduction to investing and retirement planning
Think creatively and work collaboratively with a team of like-minded individuals who share your passion for making a difference
Contribute ideas and solutions that will be valued and recognized
Grow both personally & professionally

Qualification

Customer serviceLeadership developmentEntrepreneurially-mindedSelf-motivatedCoaching

Required

Must pass a background check
18 Years or older
U.S. citizen
Must have a drive, passion and desire to help people!
Entrepreneurially-minded + self-motivated
We are committed to on-boarding those with a strong work ethic, integrity, perseverance, desire to grow and entrepreneurial spirit above all else

Preferred

Customer service, leadership and management backgrounds are preferred
Education/Coaching/Military backgrounds are a great fit!

Benefits

Training/Coaching included
Personally customized scheduling
Leadership development

Company

Team Akeakamai at GFI

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Dedicated Financial Professionals focused on helping families become financially stable and independent.
people-size201-500 employees

Funding

Current Stage
Growth Stage
Company data provided by crunchbase