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Client Services Representative
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- Everence Souderton is a faith-based financial services firm that puts the needs of its clients first and integrates faith and finance through trustworthy, caring relationships and professional planning expertise.
- Acquire and maintain a strong working knowledge of all Everence investment and insurance products and the systems for processing workflow.
- Perform other tasks such as: maintaining current product-related forms, photocopying, filing, scanning, faxing, constructing letters and memos, completing various mailings, answering phones, and adding documentation to the client database system (CRM).
- Process and maintain various communication approvals through the Broker-Dealer compliance system.
- Prepare product illustrations and assemble ancillary forms needed for appointments or mailings.
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