Retirement Plans Client Services Specialist

A financial services company is seeking a Client Service Associate to assist in providing exceptional service to clients. The role requires 1+ years of experience in customer service, preferably within the financial services sector. Key responsibilities include assisting with client inquiries, generating reports, and coordinating transactions with internal departments. The ideal candidate should possess excellent communication skills and be proactive in addressing client needs.

This position also involves learning industry regulations and product offerings.
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