Client Services Liaison
4 weeks ago
We are seeking a highly skilled and motivated Client Services Representative to join our team at Drake & Associates, LLC. As a key member of our client services team, you will be responsible for delivering exceptional customer service and support to our clients.
Responsibilities:- Process applications and assist clients with questions and concerns
- Gather required documents and follow the client onboarding process through completion
- Receive incoming client service calls and resolve issues in a timely and professional manner
- Input notes into our CRM system and keep them updated
- Maintain professional communication with clients and staff
- Assist in setting client appointments for our financial advisor
- Assist with new business processing
- 2+ years of experience in financial services preferred
- Industry knowledge/experience is strongly preferred
- Experience with Google Suite and/or MS Office and ability to learn new software quickly
- CRM experience preferably with Salesforce
- A competitive salary range of $50,000 - $65,000 per year, based on experience
- A generous benefits package, including health insurance, retirement plan, and paid time off
- A fun and supportive work environment with opportunities for professional growth and development
- A commitment to employee well-being and work-life balance
If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer service, please submit your application today.
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