Overview

Client Service Assistant Jobs in Louisville, Kentucky, USA at Kentucky Planning Partners

Job Title:

Client Service Assistant

Kentucky Planning Partners, LLC is seeking a full-time Client Service Assistant to provide essential administrative support to financial advisors, assist with client requests, and support operational procedures. The ideal candidate will be highly motivated to learn and enhance internal systems, and must maintain a professional demeanor, punctuality, and appropriate appearance.

Essential Duties and Responsibilities

As a Client Service Assistant, you will handle advisor requests such as opening new accounts, preparing reports for client meetings, paperwork organization, file maintenance, updating diagrams and spreadsheets, answering client phone calls, and executing routine tasks like withdrawals, deposits, and transfers.

Minimum Qualifications

Excellent verbal and written communication skills, proficiency in Microsoft Word, Outlook, and Excel, ability to learn new software, exceptional organization, attention to detail, and the ability to prioritize tasks. A minimum of a 2-year college degree is required.

The right candidate should be comfortable navigating fast-paced environments, shifting priorities, and evolving responsibilities with ease and flexibility. This individual must have a positive attitude, communicate effectively with a wide range of personalities, and contribute to a collaborative team culture.

Salary and Benefits

Starting salary of $60,000

Eligibility for group health, vision, and dental insurance coverage

Immediate 401(k) eligibility with a company match

Next Steps

Qualified candidates will be notified by phone or email. Please send your resume and a cover letter detailing your qualifications to the contact information below. We will then reach out to schedule an interview.

Application Requirements

Your resume

A cover letter describing yourself and your qualifications

At least two references

Contact Information

Additional Information

Seniority level:
Entry level

Employment type:

Full-time

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Title: Client Service Assistant

Company: Kentucky Planning Partners

Location: Louisville, Kentucky, USA

Category: Administrative/Clerical (Office Administrator/ Coordinator)

 

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