Client Services Specialist
- Employer
- Whelan Financial
- Location
- Fresno, California
- Salary
- Competitive Salary (DOE)
- Closing date
- Feb 5, 2021
View more
- Job Role
- Customer / Client Support Specialist
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 5 to 9 years
- CFP® Certification
- Preferred
Job Details
Client Services Specialist
In short, we are looking for the best! Whelan Financial has worked hard to establish a warm, client-centered culture, with an overarching standard of excellence. We owe it to our clients to provide our very best; and in order to do so, we must obtain and retain elite talent!
We are looking for a team member who exudes integrity, energy, and intelligence to join us!
Our ideal candidate is excited by the prospect of the following:
- An opportunity to learn from a team of highly experienced CFP® practitioners
- A fast- paced environment with an affinity for change
- A willingness to provide clients with excellent service
- Supporting senior advisors in the financial planning process
Required Qualifications:
- Bachelor’s degree
- 5+ years of professional office experience
- Technological proficiency
To apply for the position please submit your resumé to kasandra@whelanfinancial.com along with a brief statement (3-5 sentences) on what makes you the best candidate. Note, applicants should be prepared to undergo background, drug and credit screenings at the appropriate time.
Company
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