Customer Service Representative
4 hours ago
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.
- 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.
- 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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