Client Service Associate

3 days ago

Mount Prospect, United States APC Financial Group, Ltd. Full time

Overview: This pos

ion is responsible for delive

ng high q
- ity customer se
- ce with a courte
- and professi
- l demeanor while providing efficien

answers and follow-u
- o our clients and p

rtner com
- ies. This is
- front-line custo

engagement
- ition and is the first point of con

ct to APC Financial
- oup’s clients. In addition, this pe

n will assist team membe

in the administration and coordination of tax and financial planning with APC Financial Group’s clients and various sources. Expected to prepare and assemble forms and communications for data tracking, scheduling, and billing as well as track and maintain client information in a variety of databases. Every person at APC Financial Group ensures our clients and co-workers are informed, inspired, and engaged by being helpful, responsive, and respectful at all times. Duties:

- Answers in bound calls, determines the nature of their call, and asks if they can help the caller. If not, transfers the call to the requested team member
- Greets clients, offers beverages, and welcomes those meeting with financial advisors
- Schedules and confirms client appointments with financial professionals
- Retrieves client approvals and changes to documents needed
- Collaborates with colleagues to direct the processing of client paperwork
- Proof documents for accuracy and consistency
- Maintains and updates client information in business databases: Redtail, AdviceWorks and Pinpoint
- Oversees office inventories, supplies, and arranges order placement
- Administrative support such as copying, scanning, filing, and preparing labels and packets to be mailed
- Ability to successfully support and coordinate simultaneous projects independently, while exercising good judgment and teamwork ideals Qualifications:

- Bachelor’s degree, preferably in business, communications, or finance
- Proven success in a customer service role
- Financial industry experience a plus
- Must be flexible and adapt to change
- Must be detail oriented, a team player with sound organizational skills
- Possesses sound problem-solving skills
- Above average customer service skills and the ability to interface with personnel and clients at all levels both orally and in writing
- Eager to learn and excited to teach
- Self-starter, take charge, flexible work style
- Excellent written and spoken communication skills
- Strong interpersonal skills
- Actively listens and offers viable solutions to help a person, process, or project to completion
- Open to receiving feedback and communicates openly with integrity to help resolve conflicts and improve the quality of working relationships Pay: $20.00 - $22.00 per hour Benefits:

- 401(k) 3% Match
- Health insurance
- Paid training
- Professional development assistance Compensation package:

- Bonus opportunities Schedule:

- 8 hour shift
- Monday to Friday Experience:

- Customer service: 1 year (required) Ability to Commute:

- Mount Prospect, IL 60056 (required) Work Location: In person

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