Customer Service Representative of a wealth management firm

Company DescriptionNew Growth Financial is a reputable wealth management firm dedicated to providing clients with personalized financial solutions. We specialize in offering expert investment advice, retirement planning, and wealth optimization strategies. With a client-focused approach, we aim to empower individuals and families to achieve their financial goals. Our commitment to fostering long-term relationships and delivering exceptional service is at the core of our values.Role DescriptionThis is a full-time, on-site role for a Customer Service Representative located at our office in Cerritos, CA. The Customer Service Representative will be responsible for assisting clients with inquiries, addressing and resolving concerns, ensuring customer satisfaction, and delivering excellent customer experiences. On a daily basis, the individual will handle communications through various channels, maintain client records, and collaborate with team members to address client needs efficiently.QualificationsProficiency in Customer Service, Customer Support, and maintaining high levels of Customer SatisfactionFinancial Industry Experience Experience in enhancing Customer Experience and delivering exceptional client interactionsStrong communication skills and the ability to handle client inquiries with professionalismOrganizational skills to maintain accurate client records and multitask effectivelyProblem-solving mindset and adaptability to manage various customer requestsFamiliarity with financial services or wealth management is a plusHigh school diploma or equivalent required; an associate or bachelor’s degree is a plusAbility to work in a fast-paced, client-focused environment