Client Experience Specialist, Financial Services Admin
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Administrative/Clerical
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Customer Service/HelpDesk
Job Description & How to Apply Below
Everence is seeking a Client Services Representative in Berne, IN to support the sales efforts, provide technical and clerical support for financial consultants, and deliver excellent service to policyholders, members, prospects, and staff.
You will manage client data in CRM, learn Everence investment and insurance products, prepare investment reviews, and handle forms, scheduling, and communications to keep office operations efficient and compliant.
The following role is for a Client Experience Specialist, Financial Services Admin with Everence Services,.
This role, Client Experience Specialist, Financial Services Admin at Everence Services, could be your next opportunity.
Are you ready to take on the Client Experience Specialist, Financial Services Admin role at Everence Services,?
We would love to welcome a new Client Experience Specialist, Financial Services Admin to our team in Berne, IN, United States.
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