Client Service Expert
3 weeks ago
We are seeking a highly skilled Client Service Expert to join our team at Carson Group Holdings, LLC. This individual will be responsible for providing exceptional service and support to clients, exceeding their expectations and ensuring seamless experiences.
About the RoleThe Client Service Expert will work closely with our financial advisors and other stakeholders to ensure that client needs are met efficiently and effectively. This includes coordinating projects, training, and ongoing development of improved office procedures. The successful candidate will have excellent planning and organizational skills, as well as the ability to manage multiple projects with precision and pride.
Key Responsibilities- Provide white-glove service and communication to advisors and clients
- Maintain accurate and complete client information in our database
- Take ownership of asset transfers to ensure seamless and timely delivery
- Work closely with advisors to ensure compliance of periodic client reviews
To be considered for this role, you must have a strong desire for research and problem-solving, unwavering attention to detail, and a natural ability to learn. You should also have experience working in the financial or banking industry, preferably with knowledge of Financial Advisor office tools such as Orion, Goldmine, Redtail, SalesForce, etc.
What We OfferWe offer a competitive base salary of $60,000 - $80,000 per year, depending on experience, plus bonus potential, 401(k) matching, health benefits, and a great working environment. Our company is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age, or any other characteristic protected by law.
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