21 days old

Customer Service Representative

Kelly Services
Fort Wayne, IN 46802
**Financial Services Representative**

**Salary: $30-50K**

**Location: 100% Onsite Fort Wayne, IN**

**Hours: Mon - Fri 8:30AM - 5PM**



A local financial company is seeking an experienced **Financial Services Representative** to provide holistic financial plans for their clients. The company prides themselves in offering exceptional service to their dedicated clients. You will be the first point of contact for the clients when it comes to opening new accounts, providing applications, fielding requests, and giving account updates.

**Qualifications and Experience**

+ 2 years in Finance Industry

+ Knowledge of working with 401K, Annuities, and Insurance

+ Proficient in Microsoft Suite

+ Experience providing outstanding customer service in the financial advising industry by showcasing expertise, fostering trust and growing customer satisfaction

+ An effective communicator who understands the importance of listening and being empathetic

+ Ability to work and grow in a fast-paced environment

+ Curiosity to learn new skills and ability to adjust to changes quickly

+ Open to feedback to support your performance and development

+ Solid computer and multi-tasking skills

**_Preferred:_** Experience using the following software applications: Redtail, Morningstar Office, Riskalyze, MoneyGuide Pro


+ Minimum of High School Diploma

**_Preferred:_** Associates or Bachelor's Degree


+ Healthcare with HSA option

+ 401(K) with Roth option - competitive employer match

+ Paid holidays

+ Paid sick leave and vacation

+ Merit-based bonuses

+ Paid training and licensing as necessary

**What happens next**

Once you apply, a recruiter will be in touch if your skills and experience look like a good fit. But dont worryeven if this position doesnt work out, youre still in our network. That means all our recruiters will have access to your profile, expanding your opportunities even more.

Helping you discover whats next in your career is what were all about, so lets get to work. Apply to be a **Financial Services Representative** today!

**Get a complete career fit with Kelly** **** **.**

Youre looking to keep your career moving onward and upward, and were here to help you do just that. Our staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.

**About Kelly** ****

At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.

Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kellys Human Resource Knowledge Center.
Kelly complies with the requirements of Californias state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.
Posted: 2022-09-14 Expires: 2022-10-31

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Customer Service Representative

Kelly Services
Fort Wayne, IN 46802

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