Client Service Representative

Advance your career and truly make a difference! We have an exciting opportunity for an organized self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisor and Financial Services Company. We are seeking a full-time Client Service Representative. Our ideal candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter. Key Responsibilities: Manage new business processing Assist advisor’s client paperwork/requests Answering phones and email promptly Assist advisors in preparing for client reviews Follow and document workflows Organize and maintain client files Document and maintain notes on CRM Attended client and prospect events Skills and Experience: Processing background preferred Associates degree preferred Able to work as a team and independent Comfortable with communicating via phone and email Microsoft office experience Familiarity with a CRM, Salesforce preferred Background check required for all employees Job Type: Full-time Pay: $50,000.00 - $60,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Schedule: Monday to Friday Experience: Customer service: 1 year (Preferred) Processing: 1 year (Preferred) Work Location: In person