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Client Service Representative

2 months ago

Raleigh, North Carolina, United States Innovative Talent Solutions Full time
Job Description

**Job Summary:**

We are seeking a highly skilled and customer-focused Client Service Specialist to join our team at Innovative Talent Solutions. As a Client Service Specialist, you will play a critical role in supporting our financial advisors by providing administrative and support functions.

Key Responsibilities:

  • Provide exceptional customer service by handling inbound and outbound calls, emails, and faxes related to product ordering experiences.
  • Give quotes to customers, maintain records of investment transactions, build customer portfolios, and handle general customer service requests.
  • Support financial advisors with administrative tasks, ensuring seamless delivery of services to clients.
  • Collaborate with cross-functional teams to resolve customer issues and improve overall customer experience.
  • Stay up-to-date with industry developments and regulatory requirements to ensure compliance and best practices.

Requirements:

  • Bachelor's degree in business, finance, or a related field.
  • Previous experience in a client service role, preferably in the financial services industry.
  • Excellent communication and problem-solving skills, with the ability to work in a fast-paced environment.
  • Notary public certification or willingness to obtain.
  • Proficiency in CRM software, DocuSign, and/or SharePoint.

About Us:

Innovative Talent Solutions is a trusted staffing firm with over 20 years of combined experience in the industry. We pride ourselves on getting to know our candidates and finding the ideal position for their skills and expertise. Our dedicated team acts as a mentor throughout the hiring process and continues to monitor progress with regular check-ins.