Flatwater Wealth · 4 hours ago
Client Services Associate
Grand Island, NE
Full-time
Onsite
New Grad, Entry LevelFlatwater Wealth is a locally-owned financial services firm focused on providing clients with personalized financial services. The Client Services Associate will engage directly with clients, handle service requests, and ensure a positive client experience.
Financial Services
Hiring Manager
Brett Klein
Responsibilities
Engage directly with clients
Handle service requests
Ensure a positive client experience
Managing communications with clients
Assisting with account inquiries
Supporting financial operations
Enhancing overall client satisfaction through effective relationship building
Qualification
Required
Strong Client Services, Customer Support, and Customer Service skills to effectively address and resolve client inquiries
Excellent Communication skills, both verbal and written, to interact professionally with clients and team members
Attention to detail, organizational skills, and the ability to work collaboratively within a team structure
Company
Flatwater Wealth
Flatwater Wealth was founded in 2021, though our origins trace back many years.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase