Jobs in Dubuque, IA

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Wealth Enhancement Group, LLC Verified 2d ago

Client Service Associate (On-site)

Dubuque, IA On-site

$45,000–$60,000 a year
Pay$45,000–$60,000
TypeFull-time
Work settingOn-site
Verified listing

JobFig found this opening at its original source and checks that it remains available.

About the role

We are seeking candidates that have a passion for providing exceptional client service, along with the drive and motivation to deliver results for our fast-growing Team. This is an in-office position. Ensure office is welcoming; greet clients. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

What you'll bring

  • 0-3 years of industry experience
  • Customer Service training, knowledge or experience
  • Solid oral and written communication skills
  • Strong attention to detail
  • Good problem-solving skills
  • Proficient with Microsoft Office
  • Ability and interest to learn financial concepts and products
  • Ability to work with deadlines, be flexible under pressure and prioritize work
  • Ability to work as a team member
  • Ability to learn WE’s sales model, processes and procedures
  • Ability to learn financial product features and riders
  • Ability to learn the review process and how the review is completed

Benefits

401(k)Paid HolidaysPaid Time OffParental LeaveVision Insurance