{"schemaVersion":"jobsearcher.job.v1","id":"21ab566ea4826e2c519d742e","url":"https://jobsearcher.com/jobs/21ab566ea4826e2c519d742e","canonicalUrl":"https://jobsearcher.com/jobs/21ab566ea4826e2c519d742e","title":"Client Services Representative","description":"POSITION SUMMARY\nSupport the sales efforts of the associated Everence office. Provide technical expertise and clerical and administrative support for financial consultants. Deliver excellent customer service to current policyholders, members, prospects, and staff.\nRESPONSIBILITIES AND DUTIES\nBecome proficient in using the Everence client database system (CRM) to effectively manage ongoing client data and office processes.\nAcquire and maintain a strong working knowledge of all Everence investment and insurance products, paperwork, and the systems for processing workflow.\nPrepare investment reviews.\nAcquire and maintain a strong working knowledge of compliance regulations.\nAttend scheduled team meetings and conference calls.\nPerform 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).\nManage office details including (but not limited to): Gathering and submitting expenses, processing mail, ordering office supplies and materials, overseeing the shredding process, ordering snacks and drinks for client meetings, etc.\nProvide sales assistance including:\nEffectively manage customer inquiries and questions regarding various products and services.\nProcess and maintain various communication approvals through the Broker-Dealer compliance system.\nMaintain current forms, investment materials, and compliance records.\nPrepare and assemble materials needed for appointments or mailings.\nPrepare applications and service request forms using an automated forms system (LaserApp, DocuPace).\nProcess and forward applications to appropriate departments and companies.\nMonitor pending trades and account activity and send thank you letters when confirmations are received.\nProvide updates and confirmations to the applicable Consultants whenever money movement processes occur. Send confirmations to clients as well.\nPrepare correspondence and various client reports.\nStay current with announcements posted daily on Everence secure consultant website, as well as non-Everence product websites.\nSet up and maintain client files in hard copy, database management system (CRM), and scanning system (OnBase).\nInput client data using Financial Profiles software.\nSchedule client appointments and answer phone calls.\nHandle marketing and mailing projects as necessary.\nScreen incoming calls and forward them to the appropriate consultant or representative.\nAssist with other projects as assigned.\nQUALIFICATIONS\nEducation:\nPrefer at least two years of college or specialized training\nExperience:\nPrior experience in financial services or the insurance industry is preferred\nA minimum of two years of administrative support experience preferred, including proficiency in using Microsoft Office software\nMust have experience or aptitude to learn PC-based software programs\nSkills and Abilities:\nPersonable: enjoys helping people; proficient with phone skills\nAbility to take initiative; proven organizational skills; strong attention to detail\nExercises good judgment and displays a positive attitude\nProblem-solving abilities\nSensitivity to confidentiality of information\nEnthusiastically embraces the mission of Everence\nAbility to handle multiple tasks and interruptions with efficiency, calmness, and courtesy\nAbility to relate and communicate well with all contacts, internal and external\nAbility to handle difficult situations with tact and diplomacy\nExcellent communication skills including both written and verbal; good grammar and spelling skills\nAbility to meet the public in a professional and friendly manner\nSUPERVISORY RESPONSIBILITIES: None\nSCHEDULE: Full-time","company":"Everence","rawCompany":"everence","city":"Kidron","state":"OH","isRemote":false,"isActive":false,"createdAt":"2026-04-09T11:34:09.586Z","occupations":[{"code":"43-9061.00","title":"Office Clerks, General","slug":"office-clerks-general"},{"code":"43-4051.00","title":"Customer Service Representatives","slug":"customer-service-representatives"},{"code":"41-3091.00","title":"Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel","slug":"sales-representatives-of-services-except-advertising-insurance-financial-services-and-travel"}],"industries":[{"code":"524298","title":"All Other Insurance Related Activities","slug":"all-other-insurance-related-activities"},{"code":"524210","title":"Insurance Agencies and Brokerages","slug":"insurance-agencies-and-brokerages"},{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Services Representative","description":"POSITION SUMMARY\nSupport the sales efforts of the associated Everence office. Provide technical expertise and clerical and administrative support for financial consultants. Deliver excellent customer service to current policyholders, members, prospects, and staff.\nRESPONSIBILITIES AND DUTIES\nBecome proficient in using the Everence client database system (CRM) to effectively manage ongoing client data and office processes.\nAcquire and maintain a strong working knowledge of all Everence investment and insurance products, paperwork, and the systems for processing workflow.\nPrepare investment reviews.\nAcquire and maintain a strong working knowledge of compliance regulations.\nAttend scheduled team meetings and conference calls.\nPerform 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).\nManage office details including (but not limited to): Gathering and submitting expenses, processing mail, ordering office supplies and materials, overseeing the shredding process, ordering snacks and drinks for client meetings, etc.\nProvide sales assistance including:\nEffectively manage customer inquiries and questions regarding various products and services.\nProcess and maintain various communication approvals through the Broker-Dealer compliance system.\nMaintain current forms, investment materials, and compliance records.\nPrepare and assemble materials needed for appointments or mailings.\nPrepare applications and service request forms using an automated forms system (LaserApp, DocuPace).\nProcess and forward applications to appropriate departments and companies.\nMonitor pending trades and account activity and send thank you letters when confirmations are received.\nProvide updates and confirmations to the applicable Consultants whenever money movement processes occur. Send confirmations to clients as well.\nPrepare correspondence and various client reports.\nStay current with announcements posted daily on Everence secure consultant website, as well as non-Everence product websites.\nSet up and maintain client files in hard copy, database management system (CRM), and scanning system (OnBase).\nInput client data using Financial Profiles software.\nSchedule client appointments and answer phone calls.\nHandle marketing and mailing projects as necessary.\nScreen incoming calls and forward them to the appropriate consultant or representative.\nAssist with other projects as assigned.\nQUALIFICATIONS\nEducation:\nPrefer at least two years of college or specialized training\nExperience:\nPrior experience in financial services or the insurance industry is preferred\nA minimum of two years of administrative support experience preferred, including proficiency in using Microsoft Office software\nMust have experience or aptitude to learn PC-based software programs\nSkills and Abilities:\nPersonable: enjoys helping people; proficient with phone skills\nAbility to take initiative; proven organizational skills; strong attention to detail\nExercises good judgment and displays a positive attitude\nProblem-solving abilities\nSensitivity to confidentiality of information\nEnthusiastically embraces the mission of Everence\nAbility to handle multiple tasks and interruptions with efficiency, calmness, and courtesy\nAbility to relate and communicate well with all contacts, internal and external\nAbility to handle difficult situations with tact and diplomacy\nExcellent communication skills including both written and verbal; good grammar and spelling skills\nAbility to meet the public in a professional and friendly manner\nSUPERVISORY RESPONSIBILITIES: None\nSCHEDULE: Full-time","datePosted":"2026-04-09T11:34:09.586Z","dateModified":"2026-04-09T11:34:09.586Z","hiringOrganization":{"@type":"Organization","name":"Everence","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Kidron","addressRegion":"OH","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"21ab566ea4826e2c519d742e"},"url":"https://jobsearcher.com/jobs/21ab566ea4826e2c519d742e"}}