Client Service Associate
3 days ago
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.
- 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.
- 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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