Customer Service Representative

1 day ago


Blue Ash, Ohio, United States Commonwealth Financial Network LLC Full time
Overview
We are seeking an experienced Customer Service Representative to join our team in the greater Cincinnati area. As a key member of our Service Center, you will be responsible for providing exceptional service to our advisors and their staff.

Salary and Benefits
The estimated annual salary for this position is $45,000 - $60,000, depending on experience. We offer a comprehensive benefits package, including health insurance, 401(k) matching, and tuition reimbursement.

Job Description
Your primary responsibility will be to provide top-notch customer service through our phone queue. You will work closely with our advisors and their staff to understand their needs and expectations, share best practices, assist with operational requests, and collaborate with other subject-matter experts to find solutions. You will also participate in our in-house training program, which covers financial services basics, operational processes, and effective communication skills.

Key Responsibilities
  • Answer incoming phone calls to identify and resolve operational issues and inquiries.
  • Build trusted relationships with our financial advisors and their staff by understanding their needs and expectations.
  • Stay current on new resources, products, and procedures, as well as industry news and regulations.

Requirements
To be successful in this role, you should have a strong customer service background, excellent communication skills, and the ability to work in a fast-paced environment. A basic understanding of financial services is a plus.

About Us
We are Commonwealth Financial Network, LLC, a leading independent broker-dealer and Registered Investment Adviser. We empower over 2,000 independent financial advisors nationwide to deliver personalized investment advice to their clients.

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