Client Service Specialist

Website IPI Wealth Management, Inc.

IPI Wealth Management, Inc

Job Description

This position will be managing the front office by opening and closing the office, greeting and directing all visitors, handling all incoming calls, scheduling client meetings, maintaining and updating client database, preparing client forms, maintaining electronic filing system, maintaining client information updates, supporting the client onboarding process and much more. This position will also be contributing to team efforts by working collectively on other office projects as assigned.

This role requires a self-starter and team player that can learn quickly and enjoys a fast-paced environment. Experience in a professional office setting and proficiency with Microsoft Office is des

The position is full-time with benefits.

How to Apply

Send resumes to dmoncey@investment-planners.com.