Client Experience Manager

3 days ago


SaintBauzilledePutois, Occitanie, United States Advisor Employee Services Full time
About the Role

We are seeking a highly skilled and motivated Client Service Representative to join our team at Advisor Employee Services. As a Client Service Representative, you will be responsible for delivering exceptional customer service to our clients, ensuring accurate and timely solutions to their financial service needs.

Key Responsibilities
  • Client Service: Provide outstanding service to clients, responding to their inquiries and needs in a timely and professional manner.
  • Financial Planning: Assist clients in achieving their financial goals, providing guidance and support throughout the financial planning process.
  • Communication: Communicate effectively with clients, advisors, and internal teams, ensuring seamless coordination and collaboration.
  • Record Keeping: Maintain accurate and detailed records of client interactions, transactions, and communications.
  • Problem Solving: Identify and resolve client issues in a timely and professional manner, escalating complex issues to senior team members as needed.
Requirements
  • Education: Associate's degree or equivalent experience in a related field.
  • Experience: 2+ years of experience in a financial services industry, preferably in a client-facing role.
  • Skills: Excellent communication and interpersonal skills, with the ability to work effectively in a fast-paced environment.
  • Software: Proficiency in MS Office Suite and CRM software, with the ability to learn new systems quickly.
What We Offer
  • Competitive Salary: $45,000 - $55,000 per year, based on experience.
  • Benefits: 90% premium paid for health insurance, dental, vision, life insurance, and disability, as well as 401(k) matching and generous PTO.
About Us

Advisor Employee Services is a consulting firm representing the top 1% of financial advisors in all 50 states. We are dedicated to providing exceptional service and support to our clients, and we are seeking a highly skilled and motivated Client Service Representative to join our team.



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