Client Service Associate

3 days ago


SaintBauzilledePutois, Occitanie, United States Advisor Employee Services Full time
About the Role

We are seeking a highly skilled and motivated Client Service Representative to join our team at Advisor Employee Services. As a Client Service Representative, you will play a critical role in delivering exceptional customer service to our clients, ensuring accurate and timely solutions to their financial service needs.

Key Responsibilities
  • Deliver exceptional customer service through various channels, including phone, email, and in-person interactions.
  • Accurately perform daily service tasks with timeliness, including data entry, record-keeping, and communication with clients and staff.
  • Provide accurate and timely solutions to client inquiries and needs, ensuring a high level of customer satisfaction.
  • Maintain detailed communication logs in CRM systems, ensuring accurate and up-to-date records of client interactions.
  • Engage with clients compassionately and empathetically, building strong relationships and trust.
  • 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
  • Competitive salary: $45,000 - $55,000/year.
  • 90% premiums paid for Health insurance - Dental, Vision, Life Insurance, Disability.
  • 401(k) matching.
  • Generous PTO.


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