Client Service Specialist-Duluth GA
Located in Lawrenceville, GA
Client Service Specialist
8AM - 5PM Monday - Friday
- Evaluation to hire!
- Benefits available
- Paid Weekly (every Friday)!
- Competitive pay rate!
- Entry Level!
- Assist client/advisory team with paperwork including account opening, money movement, and account updates
- Answer incoming phone calls, check incoming mail, send outgoing mail, and greet visitors
- Maintain CRM software and contact database
- Manage client meetings (scheduling and coordinating, preparing necessary documentation, taking meeting notes, and documenting such in the client's CRM record
- Record office supply inventory
- Make bank deposits
What we are looking for:
- Experience in Finance or Wealth Management
- Must also have general admin experience
- High School diploma or GED
If you are interested in this position, please call Bobby at 678-475-1010 Ext 107 or email resume to Bobby.Hollingsworth@expresspros.com
Express Office: Lawrenceville
1695 Duluth Highway
Lawrenceville, GA 30043