Service Excellence Associate

2 weeks ago


Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time
Job Title

Client Service Associate

About Providence Financial and Insurance Services, Inc.

We are a dynamic team in the financial services sector. We prioritize excellent service delivery by interacting with clients to address their needs efficiently.

Salary Information

Estimated annual salary: $65,000 - $85,000 based on experience and location.

Job DescriptionMain Responsibilities

Communicate directly with clients to understand and service their financial needs.

Develop and maintain in-depth knowledge of our products and services.

Ensure client satisfaction and provide professional client support.

Collaborate with various departments to streamline service processes.

Handle complex client complaints or issues.

Requirements

Minimum 2 years of experience in the financial services industry.

Proficiency in CRM software and strong computer skills.

Exceptional communication and interpersonal abilities.

Strong leadership skills with the ability to motivate and guide a team.

Problem-solving and decision-making skills.

Preferred Qualifications

Experience working with Charles Schwab platforms.

Familiarity with various annuity companies.

Benefits and Opportunities

We offer a fast-paced yet friendly environment. If you would like to work in a small privately-owned firm, we encourage you to consider this opportunity to leverage your expertise and drive success and growth within our esteemed financial institution.



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