9191 RG Skinner Pkwy. Suite 502 Jacksonville, FL 32256 United States of America
Location: The Villages, FL - Hybrid
About Us:
We are dedicated to providing top-tier financial guidance and investment services. We specialize in wealth management, particularly in annuities and investments. Our team is committed to delivering personalized service that meets our clients' unique financial needs.
Job Description:
We're seeking a Customer Service Specialist with a strong background in wealth management offices. This role is pivotal in supporting our clients, managing their annuities and investment accounts, and ensuring a seamless service experience.
Key Responsibilities:
Qualifications:
Why Join Us:
We are an Equal Opportunity Employer.
Please take a moment to verify your personal information and resume are up-to-date before you apply.
Sign up to be notified of new jobs.