We are looking for the right person to work in a professional medical office and provide excellent customer service for new and returning patients.
1 Full Time, 1 Part Time Position Available
First Shift With Some Nights And Weekends
No medical experience necessary
Office and Customer Service experience are a must
A college degree is preferred, but not required if applicant is otherwise deemed qualified
Excellent communication skills
Exceptional customer service skills
Performs day-to-day operational procedures for a financial planning/investment/insurance practice. Job duties include but are not limited to:
Communicate with clients and prospective clients through telephone, email, letter, etc regarding investment and insurance products service/issues/changes.
Process new account paperwork for investments and insurance.
Prepare for client appointments, and running financial planning reports using company-provided software programs.
Apr 2 -
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