Client Service Representative
4 weeks ago
The Client Service Representative will provide stellar customer service to new and existing clients to include duties such as answering incoming calls and emails, recording notes in CRM, working with financial planners in support of client issues, completing and tracking new business applications, updating clients weekly on their accounts and similar.
Salary ranges from $23-27/hr depending on experience. Opportunities for monthly bonuses which average $3-4,000 annually.
The schedule for the Client Service Representative will be 8:30am-5:00pm Monday-Thursday and 8:30am-4:00pm Friday.
Terrific benefits including:
-100% paid medical/dental/vision/term life for employee
-401k with 5% match
-Monthly production bonuses
-Finders Fees
-PTO, birthday off, and holiday pay
If you are interested, please apply today
Qualifications:
-Prior experience in the Financial Services industry is required
-Computer skills including Intermediate Excel and CRM
-Ability to obtain Life & Health Insurance licensing (company will pay for the study course and licensing exam)
Trillium has been recruiting and placing professionals for over 30 years. From Fortune 100 companies to small businesses, our philosophy remains the same: to achieve excellence by providing quality employees and an uncompromising level of service. We believe in honesty, integrity, and a simple philosophy of providing value to our customers and our employees. We strive to be unsurpassed in the recruitment and placement of quality and skilled professionals. Trillium is an Equal Opportunity Employer.
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