Legacy Solutions • Kennett Square, PA 19348 • Posted 3 days ago via LinkedIn
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Legacy Solutions, an established investment firm in Kennett Square, PA, is seeking a full-time Client Service Associate. This role requires excellent customer service and problem-solving skills, with responsibilities including reception duties, client interactions, and managing client information and transactions. The ideal candidate should be extremely organized, detail-oriented, and possess great integrity and dependability.
Client Service Associate – Legacy Solutions
Legacy Solutions, a well-established investment firm located in Kennett Square, PA, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.
This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner.
Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.
Responsibilities:
Desired Experience and Skills:
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We offer:
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