Lamont Financial Group is hiring a Client Service Specialist to work in our Mason City West and Clear Lake Office. This full-time position provides the highest quality of customer service along with accuracy and precision in all aspects of account management service to Financial Services customers. Candidates must possess a high-level of personal accountability, strong attention to detail and follow-through. Duties include but are not limited to: Greet clients and answers telephone with a high degree of professionalism, confidentiality, and effectiveness. Schedule and prepare for client meetings. Ensure proper, organized, and complete documentation in client files. Set up new client accounts with a high degree of accuracy and completeness. Review daily transactions for accuracy and monitor transactions. Demonstrates knowledge of regulatory requirements and documentation. Qualifications: Education: High School diploma or equivalent is required. Associate’s degree or equivalent is preferred. Two (2) or more years of experience in a business office preferred. Excellent interpersonal skills, including oral and written communication, presentation, and facilitation skills Ability to travel between two work locations as needed Internet and PC proficiency; ability to learn, understand, and assimilate new technology knowledge. Benefits: Health & Dental insurance 401 (k) retirement savings plan with a generous employer match Employer paid life insurance Long-term and short-term disability insurance plans Health Club dues reimbursement Generous paid time off plan All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, protected veteran status, or disability.
Clear Lake Bank & Trust
