Client Service Associate at Stone Point Financial Services - Transform Customer Experiences and Drive Growth with Financial Solutions
Employer
Kestra Financial Independent Advisor
Salary
$60k-$70k (estimated pay)
Location
Beaver, PA
Employment Type
Full-time
Сategory
Customer Service Representatives
Description
Are you a problem-solving master with exceptional customer service skills? Join our team as a Client Service Associate at Stone Point Financial Services!
Qualifications
- Bachelor's degree in a business-related field
- 2+ years of experience in financial services industry
Responsibilities
- Assist in client meeting preparation and follow-up
- Manage client needs regarding processing, service, and problem resolution
- Process, submit, and service all account paperwork/requests
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