Customer Service Representative

4 weeks ago


Waukesha WI, United States Advisor Employee Services Full time
Job Summary

Advisor Employee Services is seeking a highly skilled Client Services Representative to join our team. As a key player in our office, you will be responsible for delivering exceptional customer service while supporting the daily functions of our financial services firm.

Key Responsibilities

Process applications and assist clients with questions
Gather required documents and follow the client onboarding process
Receive incoming client service calls and resolve issues timely
Maintain professional communication with clients and staff

Requirements

2+ years of experience in financial services
Strong customer service skills and attention to detail
Ability to learn new software quickly and work with CRM systems

What We Offer

Competitive health insurance plan with a great provider network
Free lunches and on-site coffee and snacks
Mentorship and opportunities for growth and development

About Us

Advisor Employee Services is a consulting firm that represents the top 1% of financial advisors in all 50 states. We are committed to providing exceptional service to our clients and are seeking a talented individual to join our team.

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