It is time to explore new challenges in your career. Mattson Financial Services is an independent, privately-owned financial services company in Grand Rapids, MI. We are looking to add a full-time Client Service Specialist to our team.
Our Investments in You:
· Paid Time Off
· 401k Plan
· Group Health Insurance Plan
· Trip Incentives
· Spa Benefits
· Dry Cleaning
· Monthly team celebration luncheons
· Team building and community involvement
The Expertise We’re Looking For:
· Prior Office Administrative Experience (Required)
· Proficiency with Microsoft Office suite, including Excel (Required)
· Previous experience in processing confidential paperwork (Required)
· High school degree (Required)
· Prior Experience Working in Financial Advisory Industry (Preferred)
Key Traits of a Successful Client Service Specialist:
· Able to communicate verbally and in writing
· Able to learn and adapt to changes
· Able to work efficiently in a fast-paced team environment
· Strong data processing skills
· Effective time management skills
What You Will Be Responsible For:
· Open, close, & transfer client accounts
· Generate and provide various reports to advisor & assistants
· Complete & process new client applications
· Follow-up on pending business with companies and clients
· Assist advisor with appointment preparation
· Resolve issues regarding new accounts, transfers or amendments
· Maintain database
· Respond to client inquiries as needed
· Prioritize day to day tasks and issues
· Operate with a proactive approach to advisors & clients
· Process transactions
· All other duties as assigned
Pay: $48,000 annually + Bonus Potential
Check out our website: https://mattsonfinancial.com/index.html
If you feel like we would be a good fit for each other, apply now!
Job Type: Full-time
Pay: $48,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
- Retirement plan
Compensation package:
Schedule:
- Day shift
- Monday to Friday
Education:
- High school or equivalent (Required)
Experience:
- Client services: 2 years (Required)
- Administrative: 2 years (Required)
Ability to Commute:
- Kentwood, MI 49512 (Required)
Ability to Relocate:
- Kentwood, MI 49512: Relocate before starting work (Required)
Work Location: In person