Client Service Associate / Receptionist

Company Description

Kane Company Wealth Management, Inc. is a fee-only fiduciary wealth management firm offering professional financial and tax advice. Our team includes Certified Public Accountants, Personal Financial Specialists, and Certified Financial Planner™ professionals. We specialize in developing and implementing long-term strategies to meet clients' financial goals.

Role Description

This is a full-time on-site role for a Client Service Associate/Receptionist located in Johnston, IA. The Client Service Associate/Receptionist will handle day-to-day tasks including greeting clients, answering phone calls, scheduling appointments, managing client records, and providing exceptional customer service. This role also involves supporting financial advisors and assisting with administrative and operational tasks as needed.

Qualifications

• Experience in Client Services and Customer Service
• Strong Communication and Customer Support skills
• Familiarity with Finance and financial services industry
• Excellent organizational and multitasking abilities
• Proficiency in office software and telephone systems
• Positive attitude and professional demeanor
• High school diploma or equivalent required; additional education is a plus