Customer Service Representative

4 hours ago


SaintBauzilledePutois, Occitanie, United States W.A. Smith Financial Group Full time
Client Service Representative

We are seeking a highly motivated and customer-focused Client Service Representative to join our team at W.A. Smith Financial Group. As a key member of our team, you will be responsible for delivering exceptional client service, ensuring accurate and timely solutions to client inquiries and needs.

Key Responsibilities:
  • Provide exceptional client service through various channels, including phone, email, and in-person interactions.
  • Accurately perform daily service tasks with timeliness and attention to detail.
  • Communicate effectively with both advisors and clients to ensure seamless service delivery.
  • Maintain detailed communication logs in CRM systems to track client interactions and service delivery.
  • Engage with clients compassionately and empathetically to build strong relationships and resolve issues efficiently.
  • Contribute to a positive team culture built on core values, including authenticity, simplicity, and a commitment to continuous improvement.
  • Assist in setting client appointments and maintaining professional communication with clients and staff.
Requirements:
  • Associates Degree preferred.
  • Financial industry experience required.
  • 2+ years working alongside a financial advisor in a fast-paced office environment preferred.
  • Experience with MS Office Suite and the ability to learn new software quickly.
  • CRM experience.
What We Offer:
  • A competitive salary range of $45,000 - $55,000/year BOE.
  • 90% premiums paid for health insurance, dental, vision, life insurance, and disability.
  • 401(K) matching.
  • Generous PTO.

We are a fast-paced financial firm dedicated to helping clients focus more on life and worry less about their money. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.



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