Client Service Associate

Bring your potential and we will do the rest! Staffmark's team is dedicated to finding the most rewarding career for you. We are seeking a Client Service Associate for a local, family-owned company in Bardstown, KY. Get your career moving with this temp-to-hire offer.

Requirements

• Prior experience working in the financial industry
• Proficient in the use of Microsoft, Redtail, and ShareFile.
• Time management skills.
• Ability to learn and adapt quickly.

Salary | $40,000 - $60,000 (based on experience)

Monday - Friday | 9 AM - 5 PM

Client Service Associate Job Description

• Perform general administrative office functions.
• Organize and maintain all client paperwork.
• Correspond with clients to set up new accounts, asset transfers, and other forms.
• Review and respond to emails.
• Prepare for client meetings.
• Data entry.
• Assign work and provide feedback to the team.

Staffmark Employee Benefits

Medical, Dental, and Vision Insurance | Life Insurance | Short-term Disability | 401k Plans | Weekly Pay | Referral Bonus Potential | Employee Discount Programs

Take the next step by clicking 'Apply Now' to submit your application! Join us at Staffmark, where your future awaits.

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Advantage Resourcing is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact your local branch. Advantage Resourcing is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.

All employees are directed to familiarize themselves with this policy and to act in accordance with it. All decisions with respect to employment matters and other phases of employer-temporary employee relationships will be in keeping with this policy and in accordance with all applicable laws and regulations.