Customer Services Specialist
2 weeks ago
Who We Are:
Schwan Financial Group was established in 1984 with clients now in 45 states. A financial based company with experts in portfolio management, estate planning, insurance and tax planning. We help people understand, grow, secure, enjoy and distribute their family legacy.
Position: Customer Services Specialist
Schwan Financial Group is seeking a full-time Customer Services Specialist to join our expert team in our Aberdeen, SD office. Our family based culture is looking for the positive attitude that can enhance the ultimate customer experience and work together as a team. This person will play a key role in support of our portfolio team and work closely with our advisors. Must have good communication skills and be willing to provide support for customer inquiries with exceptional care and attention to details.
Pay: 19.00 - 25.00 DOE
Job Duties:
- Prepare documents (applications, account features, asset movement)
- Collect client information
- Respond to client inquiries (emails, phone calls, mail)
- Prioritize workload to meet deadlines
- Use a client relationship management system to track activities
- Proactively assisting in client’s financial plans
- Schedule meetings
Qualifications:
- Excellent communication and interpersonal skills with the ability to build rapport with our clients.
- Ability to multi-task and manage time efficiently.
- Possess a high level of detail for opening accounts and processing customer related transactions.
- Strong problem solving skills and ability to remain calm under pressure.
- Strong computer skills and experience toward use of MS Office 365, databases and customer relationship software, Salesforce.
- Experience in financial services industry or client services preferred but not required.
- Must be able to maintain client confidentiality at the highest professional and ethical manner.
- Be highly motivated with a willingness to learn, adapt and develop internal workings to provide the best customer experience.
Benefits include:
- Wellmark Health Insurance - 100% Company Paid for employee
- Delta Dental Insurance - 100% Company Paid for employee
- Retirement Plan - up to 4% match
- Long Term Disability Insurance - Company Paid for employee
- Paid Time Off (PTO) with up to 8 bonus days granted during the year.
- Holidays - 8 paid
- Extended Illness Bank
- Specified assistance with certifications
- Profit sharing bonus potential
Office hours are 8:00 - 5:00 M - F with weekends free for your personal and family enjoyment
#hc135943
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