Financial Services Assistant - Client Care Expert
Listed on 2026-11-04
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Finance & Banking
Finance Assistant, Accounting & Finance, Financial Analyst
TMS Financial is seeking an Experienced Financial Services Assistant for our Green Bay office. The role supports tax and financial services for individuals and businesses, performing account processing, data maintenance and client communications.
The ideal candidate has 3+ years in finance or investment, strong interpersonal skills and the ability to learn new software. Bachelor’s/Associate degree in finance or related field is preferred but not required.
Consider building your career as a Financial Services Assistant - Client Care Expert at TMS Financial.
All applications are reviewed carefully by our team.
The position is based in Green Bay, WI, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 36.000 - 52.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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