EFS Group Wealth Management · 17 hours ago
Client Relations Associate
Sioux City, IA
Full-time
Onsite
Mid LevelEFS Group Wealth Management is a company that offers retirement planning and financial strategies to help individuals achieve their goals. They are seeking a Client Relations Associate who will serve as the first point of contact for clients and visitors, focusing on delivering exceptional client service and supporting the overall operations of the advisory team.
FinanceFinancial ServicesWealth Management
Responsibilities
Phone etiquette, receptionist duties, customer service, and check-in procedures
Creating a warm, professional, and organized environment
Delivering exceptional client service and supporting the overall operations of the advisory team
Qualification
Required
Phone etiquette, receptionist duties, and customer service skills
Experience with check-in procedures
Excellent communication skills
Attention to detail
A friendly and professional demeanor
Ability to work well in a team
High school diploma or equivalent
Preferred
Prior experience in a financial services or customer service role is a plus
Company
EFS Group Wealth Management
EFS Group are a local financial advising firm that offers holistic comprehensive retirement plans that are created for each individual.
Founded in 2019
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase