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Client Solutions Specialist
4 months ago
CLIENT SOLUTIONS SPECIALIST (In office position)
As part of the applicant process, we ask that you find 6-7 uninterrupted minutes to take an assessment. We want to ensure that you are a good fit for us and we are a good fit for you. We want you to love coming to work every day Only applicants that complete the assessment will be considered for hire.
COMPANY OVERVIEW
Gerber, LLC is a small boutique firm based in Columbus, Ohio that focuses exclusively on first-generation entrepreneurs nationwide. We bring together decades of experience and expertise in diverse areas of business and finance to help our clients grow their business quickly, profitably and with less stress. We are fiercely committed to our clients and the lifetime solutions that we provide to them.
POSITION OVERVIEW
Our Client Solutions Specialist serves as the first stop for our clients when they call in with any transactional or administrative needs – everything from opening + transferring accounts to 401k plan participant inquiries to money transfers. Our Client Solutions Specialist works hand-in-hand with our Advisory team in gathering and preparing information and paperwork for client inquiries and meetings. They are directly and individually responsible for Workflow, Client Service Matrix completion and Net Promoter Score goals. Pay will be based on knowledge + experience brought to the role.
This job is for you if you:
o Enjoy working for a small, fast-paced boutique firm
o Thrive on paying attention to detail, executing tasks and following through
o Have a sense of urgency completing work, balanced with the ability to ensure accuracy
o Take pride in being accountable
o Are adept at balancing between routine tasks and the occasional project
o Productively solve problems
o Communicate in a professional manner
o Are organized and like working from a task list
o Enjoy making the mundane fun
PREFERRED SKILLS + QUALIFICATIONS
o 1 – 3 years’ experience working in a client service role, preferably for a financial services firm
o Solid knowledge of key financial terms and products
o Exceptional communication skills and attention to detail
o Working knowledge of Microsoft applications + Salesforce
o Demonstrated passion for playing a key supporting role
o Consistently able to prioritize work and multitask
o Demonstrated ability to think forward and pivot when needed
o Natural ability to problem solve
o Thrives in a fast-paced environment
Gerber, LLC (“Gerber”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Gerber and its representatives are properly licensed or exempt from licensure.
