Customer Service Representative / Data Entry
Company: McAdams Group, LLC
Location: Cordova
Posted on: May 27, 2023
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Job Description:
Want the opportunity of a lifetime with no downside risk?
Rapidly growing, local Financial Planning Firm is seeking a
motivated candidate to join our well-established team! - At McAdams
Group LLC, our main goal is to help people who are in or nearing
retirement, build a strategy based on their specific goals, to help
enable them to generate renewable streams of income for their
retirement. If you want to genuinely help people protect their
hard-earned assets, while creating a career path and building your
financial future, you won't want to miss out on this opportunity!
We are seeking a candidate with at least 3-5 years of experience
working in the financial industry. Responsibilities include but may
not be limited to regular contact with clients processing ACAT,
insurance and brokerage applications. It will also include data
gathering, set-up and maintenance of investment accounts,
preparation of client reports, scheduling meetings and
troubleshooting problems.We are a rapidly growing organization that
is continually looking for skilled people with experience in the
financial industry. - We realize that it may be difficult to find
someone who is highly skilled in all of these areas. - For this
reason, we may tailor the position to the candidate we choose. -
-Other industry experience and strengths will be considered in
determining which skills will best meet our team's needs.Key
Responsibilities
Keywords: McAdams Group, LLC, Memphis , Customer Service Representative / Data Entry, Sales , Cordova, Tennessee
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here to apply!
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