Financial Consulting Customer Relations Manager

Kelly
Johnston, Iowa, US
$20-$25 an hour
Permanent

Kelly is seeking an individual that is willing to learn and a customer oriented team member that has a desire to progress their career in the Financial Consulting market.

Willing to train and help advance their career. Certification Advancement Opportunities!If this sounds like you please apply below to have a conversation with one of our recruiters and jumpstart your career!POSITION TITLE : Financial Consulting Customer Relations ManagerPOSITION TYPE : Direct Hire - Work for Customer Day 1!ADDRESS : Johnston, IowaWORK SCHEDULE : Monday thru Friday 8 : 00am - 5 : 00pmCOMPENSATION : $20- $25 / hour plus 20% 401K contribution (fully vested)BENEFITS : Eligible Day 1 of employmentESSENTIAL FUNCTIONS :

  • Appointment calendar management
  • Assist with preparing and mailing marketing promotions
  • Assist with customer materials and communications
  • Communicate (phone and email) with new customer connections
  • Manage the day-to-day customer service activities
  • Learn and manage software management systems
  • Discuss and advise on customer portfolios
  • Manage new and renewal licensing for the team
  • Manage and oversee compliance with brokers REQUIREMENTS : Microsoft Office Proficient1-2 years of professional office and / or financial experienceLife or Health Insurance License a plus!#P1#CB
  • 30+ days ago
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