14355657
Located in Yuba City, CA
Pay: $25.00-35.00
Job Full Description
Are you ready to step into a pivotal role where your energy, tenacity, and confidence will help drive success? Express Employment Professionals is seeking a dynamic Accounts Liaison to join a reputable financial advisory firm. This fast-paced office specializes in providing exceptional insurance and financial solutions to its clients, and they are looking for a proactive professional to jump in and take charge.
What You’ll Do:
- Act as the go-to person for office operations, ensuring the office runs smoothly and efficiently.
- Provide exceptional customer service and assist clients with their financial needs and inquiries.
- Collaborate with the team to develop innovative solutions and improve office systems and workflows.
- Tackle challenges head-on, diving into the details to resolve issues and improve processes.
- Manage client interactions with a high degree of professionalism, ensuring a seamless experience.
- Handle applications, maintain meticulous attention to detail, and support various operational functions.
- Engage with the tools and systems clients rely on, ensuring services are delivered effectively.
- Maintain a strong growth mindset, adapting to the needs of the business and clients alike.
What We’re Looking For:
- A confident, high-energy professional who thrives in a dynamic and challenging environment.
- A natural problem solver with the tenacity to take ownership of issues and see them through.
- Strong communication and interpersonal skills to foster relationships with clients and team members.
- Tech-savvy with the ability to learn and navigate various software systems quickly.
- A sharp attention to detail and a commitment to delivering high-quality work.
- A proactive approach with the ability to juggle multiple tasks while staying organized.
- Experience in wealth management, insurance, or financial advising is a plus.
Why You’ll Love This Opportunity:
- Play a critical role in the success of a well-established financial advisory firm.
- Work in an environment that values innovation, collaboration, and professional growth.
- Opportunity to make a significant impact on the lives of clients and the operations of the business.
If you’re ready to bring your energy, adaptability, and problem-solving skills to a team that values hard work and innovation, we want to hear from you!
Apply today with Express Employment Professionals and take the next step in your career.
Yuba City, CA
3382
870 West Onstott Road
Suite E
Yuba City, CA 95991
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