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Client Service Specialist

Trusted Wealth Partners locationOmaha, NE

Web Mktg Technology Specialist

Trusted Wealth Partners locationOmaha, NE
1 position
info linkReport a probelm Originally Posted : November 20, 2020 | Expires : December 20, 2020


Job Type
Part-time Employee Show Shift
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Job Location
Omaha, NE, United States


The Client Service Specialist plays an important role in welcoming the clients as they come into the office and ensuring that they have a positive experience.

Primary Responsibilities:

  • Welcome and greet clients
  • Handle incoming phone calls
  • Sort and distribute the mail
  • Schedule client appointments
  • Update client information prior to their visit
  • Other duties as assigned.

Job Qualifications

  • Excellent interpersonal skills.
  • Detail oriented, well organized, and self-motivated.
  • Must be proficient with windows (Microsoft Excel and Word)
  • Good Written and Verbal communication skills.
  • High school diploma (or equivalent) in combination with experience required.
  • Punctuality and dependability are expected. 
  • Successful completion of background check and pre-employment assessments.

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Part-time Employee

Trusted Wealth Partners

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