Overview
Entry-Level Client Services Assistant Jobs in North Palm Beach, FL at LANDING FINANCIAL GROUP, INC.
LANDING FINANCIAL GROUP, INC. is seeking an organized, professional, and customer-focused individual to join our team. This entry-level position is ideal for someone looking to begin a career in financial services while gaining valuable experience in client relations, administration, and office operations.
Position Summary:
This role supports the day-to-day operations of the practice while delivering exceptional service to clients and prospects. Responsibilities include administrative support, client communication, scheduling, database maintenance, account servicing, paperwork processing, and appointment preparation.
Responsibilities include:
- Answer phones and greet clients professionally
- Manage scheduling, calendars, and client communication
- Maintain accurate client records and CRM updates
- Process applications, account service requests, and paperwork
- Prepare client files, appointment materials, and reports
- Handle incoming/outgoing mail and administrative support tasks
- Assist advisors and team members with daily operations
- Follow up on pending business and client service requests
- Maintain a clean, organized, and welcoming office environment
Qualifications:
- Strong communication and customer service skills
- Organized, detail-oriented, and willing to learn
- Comfortable using computers and office software
- Positive attitude and strong work ethic
- Ability to multitask in a team-oriented environment
- Professional and friendly demeanor
- Entry-level candidates encouraged to apply
Pay: $15.00 – $18.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Work Location: In person
Title: Entry-Level Client Services Assistant
Company: LANDING FINANCIAL GROUP, INC.
Location: North Palm Beach, FL
