Client Services Representative for Financial Planning Firm

Looking for  people-oriented, outgoing, self-motivated and well-organized individual to handle client relations for a fast growing, Jacksonville Financial Planning Firm.  The major duties include maintaining relationships with current clients, assisting office manager with client account documentation.  Other duties include routine client contact and assisting with some marketing duties.

 

College degree helpful, but not necessary.  No brokerage experience is required, but a plus, strong people skills are a must.  Extensive training will be provided.  Benefits include medical, paid vacation, 401K and continuing education in the area of financial support.