Client Onboarding & Services Specialist
Job in
Iowa, Calcasieu Parish, Louisiana, 70647, USA
Listed on 2026-08-28
Listing for:
Berger Financial Group, Inc
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Bank Customer Service, Banking Operations, Financial Services, Financial Analyst
Job Description & How to Apply Below
Berger Financial Group, Inc. is seeking a detail-oriented Client Services Associate to join our Central Services Team. Located in the U.S., this role offers the opportunity to grow alongside motivated peers while supporting clients, advisors, and internal operations.
You will prepare new account documentation, maintain client files with discretion, learn our financial processes, and assist with special projects. A Finance-related degree and readiness to pursue the S65 certification are preferred.
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