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Customer Service Associate Las Vegas, Nevada

Rk-Partners

Client ServiceAssciate This is a full‑time, in‑office position As a Client Service Associate , you will be assisting the advisors in the office ensuring a smooth professional experience for clients. Our role will be dynamic, combining administrative expertise, client service, and operational support. Be the first point of contact – answer client inquiries and assist with account‑related requests Manage scheduling and logistics for meetings between clients and advisors Process paperwork and service requests with precision and efficiency Maintain client files and support back‑office operations Assist with client events and special projects Collaborate with the team to enhance the client experience What We’re Looking For: Financial services experience Strong organizational & time management skills – you thrive in a fast‑paced environment Tech‑savvy mindset – experience with CRMs (Salesforce preferred) and Microsoft Office Outstanding communication skills – both written and verbal Proactive problem solver – you take initiative and think independently Be part of a firm that values growth, teamwork, and client success Enjoy a supportive, professional environment with opportunities to expand your role Work closely with experienced advisors and gain valuable industry knowledge #J-18808-Ljbffr Rk-Partners

Vacancy posted 2 days ago
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