Client Services Representative

Overview

Seeking a high quality, self motivated, standout candidate who embodies and upholds our CORE values. Do you lead with honor, have integrity and the ability to build strong lasting relationships with our clients with the ability to balance work and life?

Candidate must provide invaluable support to our financial adviser(s) and their client base, overseeing a 1-5 person office. We require someone with boundless energy, a determined mindset, and the ability to work autonomously. Serving as the vital link between our clients, advisers, and business associates, you ll leverage your exceptional communication and listening skills to ensure elite client service daily.

Success in this role hinges on your capacity to stay abreast of products, resources, company policies, and procedures, all while being an adept communicator. Ideal candidates are detail-oriented, self-motivated, and possess outstanding interpersonal skills for fostering enduring relationships.

• As a Client Services Representative, duties encompass but are not restricted to: handling incoming calls, welcoming clients, managing appointment scheduling and confirmations, organizing files, conducting data entry tasks, handling fax and email communications, conducting research, and preparing and processing appointments — all while prioritizing and upholding client confidentiality at all times.

• Associate degree in business administration preferred
• 1+ years of client service experience, preferably in related field
• Successful completion of provided training
• Proficient computer skills with MS office suites
• Outstanding communication skills; both verbal and written
• Strong people skills
• High sense of urgency
• Organization skills
• Strategic thinker
• Assertive drive

• Full-Time
• Salary position
• 401(k) plan with 4% contribution from employer
• Discretionary bonus based on individual and team performance
• 401(k)
• Bonus based on performance
• Paid time off