Customer Experience Specialist
6 days ago
We are seeking a highly skilled and detail-oriented Client Service Specialist to join our team at The Chamberlin Group. As a key member of our financial services team, you will play a critical role in providing exceptional service and support to our clients.
Key Responsibilities- Provide administrative and operational support to our Financial Planner team, ensuring seamless communication and coordination with clients.
- Resolve client issues efficiently and effectively, ensuring a positive experience and maintaining client satisfaction.
- Ensure client files and reports are impeccably organized, accurate, and up-to-date, maintaining confidentiality and adhering to regulatory requirements.
- Collaborate with the team to develop and implement strategies to retain clients and enhance their overall experience.
- College degree or equivalent experience in customer service and/or the financial industry.
- Up to 2 years of experience in customer-facing roles, with a proven track record of providing exceptional service and support.
- Proficiency in Microsoft Office and G-Suite, as well as experience with CRM databases.
- Exceptional communication and interpersonal skills, with a client-centric focus.
- Excellent attention to detail and ability to prioritize tasks in a fast-paced environment.
- Competitive hourly rate of $20.00 per hour, with opportunities for increases based on performance.
- Participation in our Stake in the Outcome (SITO) incentive program, with potential individual annual bonuses.
- Comprehensive benefits package, including medical, dental, vision, and other supplementary benefits.
- Employee wellness program and perks.
- Generous Paid Time Off (PTO) of 15 days, with increased accrual based on length of tenure.
- 401k retirement plan eligibility after 1 year of service, with a 3% company contribution.
- Opportunities for professional development and advancement, including certifications and continuous learning.
The Chamberlin Group is a leading provider of financial services, dedicated to helping our clients achieve their goals and secure their financial futures. We pride ourselves on our collaborative and supportive work environment, and we are committed to attracting and retaining top talent who share our values and passion for delivering exceptional service.
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