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true north financial6 months ago

Customer Service Agent/ Sales Associate

$37,440–$37,440 year

Remote · Dedham, Massachusetts, United States or New York City, New York, United States

Type
Part Time
Level
Entry Level
Education
No Requirement
Company size
Unknown

Job Summary

The Customer Service Agent/Sales Associate role focuses on expanding True North’s client base through client outreach, education on services, and providing exceptional customer support. This position involves leveraging communication skills to nurture client relationships, assist with consultations, and achieve sales goals.

Required Qualifications

  • Strong communication and interpersonal skills.
  • Goal-oriented mindset with the ability to work independently.
  • Basic understanding of financial services (or willingness to learn).
  • Comfortable with outreach and speaking to new people.
  • Highly organized with strong attention to detail.

Desired Qualifications

  • Experience with sales, customer service, or administrative roles is a plus.
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$37k – $37k / yr

Customer Service Agent/ Sales Associate · true north financial

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