The Client Service Associate plays a key role in the daily operations of our firm. You’ll support both advisors and clients by ensuring that every process and interaction is handled with accuracy, professionalism, and care. This role requires someone who is highly organized, detail-oriented, and proficient in advanced Excel functions — including formulas, categories, and data management. Part time- 20-30 hours weekly. Hourly pay - DOE $21.00 - $23.00

• Build and maintain strong relationships with clients through friendly and professional communication.
• Access and manage confidential client records with discretion and accuracy.
• Perform data entry, complete paperwork, and maintain organized client files.
• Use Microsoft Excel extensively — creating and managing complex spreadsheets, categories, and formulas — to support client and firm operations.
• Utilize Outlook and other Microsoft Office applications daily.
• Prepare materials for annual client reviews and assist with marketing efforts.
• Transcribe meeting notes, scan documents, and manage records.

• Proficiency in Microsoft Outlook and Word.
• Strong verbal, written, and interpersonal communication skills.
• Excellent organizational and time management abilities.

• Advanced Excel skills (formulas, functions, formatting, data organization, and reporting).
• Proficiency in Microsoft Outlook and Word.

Required Experience: [Информация не указана явно в предоставленном тексте]

Required Education: [Информация не указана явно в предоставленном тексте]

• Advanced Excel skills required — applicants without this experience will not be considered (formulas, functions, formatting, data organization, and reporting are essential).

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• Дополнительная информация:

Please call Company Staffing Group to schedule a interview 10:00 AM and 3:00 PM at: 912-348-2420 IND115