Client Service Team
Wentz Financial Group, a financial planning firm based in Hudson, Ohio, is currently looking for motivated individuals to join their client service team. We currently work with businesses and families all across the country delivering specialized financial planning with the highest level of customer service. Anyone looking to join our team should possess the skills to speak with customers, either face to face or over the phone, to service their needs. Also, this person should be able to provide the utmost attention to detail to every task at hand. Additional responsibilities would include managing calendars for advisors in the field as well as making travel arrangements as necessary. Such arrangements would include preparing meeting materials in advance.
Applicant must be proficient in the Microsoft Office suite including Excel, Outlook, Word, Powerpoint, Etc. In addition, due to industry regulations, the ability to submit to thorough background check and confidentiality agreement is required. Interested applicants should forward their resume to our Office Manager, Jennifer Young at email@example.com