1280 Financial Partners · 1 day ago
Client Services Associate
Alva, FL
Full-time
Onsite
Mid, Senior Level
5+ years exp1280 Financial Partners is an independent advisory firm dedicated to helping clients navigate the financial marketplace. They are seeking a Client Services Associate who will manage client relationships, provide exceptional customer service, and assist with financial planning tasks.
Financial ServicesInsuranceRetirementTax Preparation
Hiring Manager
Melanie R. Woods
Responsibilities
Managing client relationships
Providing exceptional customer service
Addressing client inquiries
Assisting with financial planning tasks
Supporting client account maintenance
Coordinating meetings
Ensuring accurate and timely record-keeping
Qualification
Required
Minimum of 5 years professional experience
Strong skills in Client Services and Customer Service, with the ability to build and maintain positive relationships
Proficiency in Customer Support and effective Communication, both verbal and written
Basic knowledge of Finance, with an understanding of financial concepts and products
Strong organizational and time-management skills with attention to detail
Preferred
Proficiency in using client relationship management (CRM) software
Company
1280 Financial Partners
1280 Financial Partners is a financial service company that offers investment management, retirement, and tax planning services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase