Client Service Representative

2 days ago


Waukesha, Wisconsin, United States Advisor Employee Services Full time
Client Service Representative

We are seeking a highly skilled and experienced Client Service Representative to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for delivering exceptional customer service to our clients, ensuring their needs are met and exceeded.

Responsibilities:
  • Process applications and assist clients with questions in a timely and efficient manner
  • Gather required documents and follow the client onboarding process through completion
  • Receive incoming client service calls and resolve client issues in a friendly and professional manner
  • Input notes into our CRM system and keep them updated
  • Coordinate and follow up on each client transfer
  • Maintain professional communication with clients and staff
  • Assist in setting client appointments for our financial advisors
  • Assist with new business processing
Requirements:
  • 2+ years of experience in financial services preferred
  • Industry knowledge/experience is strongly preferred
  • Experience with Google Suite and/or MS Office and ability to learn new software quickly
  • CRM experience preferably with Salesforce
What We Offer:
  • A competitive salary range of $50,000 - $65,000 per year, based on experience
  • A comprehensive benefits package, including health, dental, and life insurance
  • Free lunches and snacks on-site
  • Quarterly team lunches and team building events
  • Paid-for annual trips when the company hits its goals
About Us:

Advisor Employee Services is a consulting firm located in Overland Park, Kansas, representing the top 1% of financial advisors in all 50 states in their hiring needs. We are committed to providing exceptional service to our clients and employees, and we are seeking a talented and dedicated individual to join our team.



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