Remote Client Services Specialist; Financial & Compliance
Lawrence, Douglas County, Kansas, 66044, USA
Listed on 2026-11-01
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Finance & Banking
Banking & Finance, Financial Services
Everence Financial is seeking an Administrative Assistant to support the sales office and financial consultants. You will manage client data in CRM, learn insurance and investment products, prepare reviews, and handle routine office tasks.
The role emphasizes strong customer service, organization, and discretion while coordinating with consultants and staff to ensure accurate processing and timely communication with clients.
Consider building your career as a Remote Client Services Specialist (Financial & Compliance) at Everence Financial.
For the Remote Client Services Specialist (Financial & Compliance) position at Everence Financial, we are reviewing applications now.
Step into the Remote Client Services Specialist (Financial & Compliance) role at Everence Financial in North Newton, KS, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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