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Client Service Representative

2 months ago

Edwardsville, Illinois, United States Slagle Financial Full time
Client Service Specialist

We are seeking a highly skilled and detail-oriented Client Service Specialist to join our team at Slagle Financial in Edwardsville, IL.

Job Summary

The Client Service Specialist will be responsible for providing exceptional client service, maintaining accurate records, and ensuring seamless communication with clients and financial advisors.

Key Responsibilities
  • Assist clients with account maintenance, including beneficiary changes, withdrawals, and database management
  • Respond to client inquiries via phone and email, providing timely and accurate information
  • Prepare client account summaries for review meetings and update client records as needed
  • Collaborate with financial advisors to ensure client needs are met and relationships are built
  • Perform administrative tasks, including database maintenance and appointment preparation
Requirements
  • Finance or associate's degree preferred
  • Financial industry experience preferred
  • Excellent communication and organizational skills
  • Ability to learn new software quickly and adapt to changing priorities
Benefits
  • Medical, dental, and vision insurance
  • Short-term and long-term disability insurance
  • Basic life insurance
  • 401(k) plan
  • PTO

We offer a competitive salary and a dynamic work environment. If you are a motivated and detail-oriented individual with a passion for client service, we encourage you to apply.