Client Services Representative @Westco Financial Group

Client Services Representative

Company Description
Westco Financial Group is a Comprehensive Wealth Management firm comprised of four companies, each specializing in different financial sectors - investment advisory, financial planning, tax planning, brokerage services, and insurance. Westco's services cater to individuals and businesses, offering custom investment plans, income tax planning, insurance policies, and access to the general securities market.

Role Description
This is a full-time on-site role for a Client Services Representative at Westco Financial Group in Lynbrook, NY. The Client Services Representative will be responsible for interacting with clients, ensuring customer satisfaction, providing financial information, and addressing inquiries and concerns related to the various financial services offered by the company.

Qualifications
- Client Services and Customer Service skills
- Excellent Communication skills
- Knowledge or interest in Finance
- Ability to prioritize customer satisfaction
- Strong attention to detail and problem-solving skills
- Experience in financial services industry is a plus

Training, Salary, Benefits, Lynbrook location. Must have a car and drive.
Permanent, Full-Time Position
Industry
- Financial Services
Employment Type
Full-time
On-site