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Customer Service Representative in Financial Advisor Team

2 months ago

Madison, Connecticut, United States Warner Wealth CT Full time
About the Role

We are seeking a highly skilled and professional Administrative Assistant to join our growing Financial Services team at Warner Wealth CT. In this role, you will be the first point of contact for our valued clients and visitors, providing exceptional customer service and ensuring a positive experience.

Key Responsibilities:
  • Greet and welcome all clients, visitors, and other guests in a warm and courteous manner
  • Screen and route incoming calls, taking messages or transferring calls as appropriate
  • Perform basic clerical duties such as typing, filing, and organizing office supplies
  • Maintain a neat and organized reception area, ensuring it is well-stocked and presentable
  • Assist Financial Advisors and other team members with administrative tasks as needed
  • Demonstrate a thorough understanding of the company's products, services, and policies
  • Respond to inquiries and provide information to clients in a timely and accurate fashion
  • Maintain confidentiality and exercise discretion when handling sensitive information
Qualifications:
  • High school diploma or equivalent
  • 1-2 years of experience in a customer service or administrative role, preferably in a financial services or professional services environment
  • Strong communication and interpersonal skills, with the ability to interact with clients and colleagues in a polite and professional manner
  • Excellent organizational skills and attention to detail
  • Proficiency in Microsoft Office suite (Word, Excel, Outlook)
  • Ability to multitask and prioritize tasks in a fast-paced environment
  • Commitment to providing exceptional customer service
Compensation and Benefits:
  • Competitive salary range of $35,000 - $50,000 per year (non-exempt)
  • Comprehensive benefits package including health insurance, retirement contributions, and paid time off
  • Opportunities for professional development and growth within the organization