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)
