American Investment Planners LLC ยท 21 hours ago
Client Services
Jericho, NY
Full-time
Onsite
New Grad, Entry LevelAmerican Investment Planners LLC is dedicated to maintaining exceptional levels of integrity and professionalism in its client relationships. The role involves supporting and building relationships with clients, ensuring satisfaction through effective communication and customer service.
AccountingAsset ManagementFinancial ServicesInsurance
Responsibilities
Assisting with financial account management
Addressing customer inquiries
Coordinating with internal teams to deliver exceptional service
Qualification
Required
Proficiency in Client Services, Customer Service, and Customer Satisfaction to address and resolve client needs effectively
Strong Communication skills for clear and professional interactions with clients and team members
Basic understanding or background in Finance to support financial account management and client inquiries
Excellent organizational and interpersonal skills with a customer-focused attitude
Ability to work collaboratively in an on-site team environment
Preferred
Bachelor's degree in Finance, Business, or a related field is preferred
Familiarity with financial regulations and tools is a plus
Company
American Investment Planners LLC
American Investment Planners LLC is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our valued clients.
Founded in 1984
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase