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About the role

A leading financial services firm is seeking a Client Service Professional in Phoenix, AZ. In this role, you will deliver exceptional service to clients regarding 401k plans through inbound calls. Candidates must demonstrate a growth mindset, adaptability, and effective communication skills. No financial degree is necessary, but training opportunities will be provided. The position allows for a hybrid work schedule after initial on-site training. Comprehensive benefits include a 401(k) match and paid parental leave.

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JOB OVERVIEW

Experience level

Mid

Location

Phoenix, AZ

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

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