Customer Service Liaison
3 weeks ago
The Chamberlin Group is a dynamic financial services company that prioritizes exceptional client experiences. We're seeking a skilled Client Service Specialist to join our team and contribute to our mission of delivering personalized support to our clients.
Key Responsibilities- Build and maintain strong relationships with clients, providing timely and accurate information to ensure their needs are met.
- Collaborate with our Financial Planning team to ensure seamless client onboarding, insurance processing, and scheduling of meetings.
- Develop and implement creative solutions to client concerns, ensuring a positive experience throughout their journey with us.
- Manage client files and reports, ensuring accuracy and up-to-date information.
- High school diploma and at least two years of experience in a professional customer service role.
- 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.
- $47,000 to $52,000 annual pay, commensurate with experience, with regular pay increases to remain competitive.
- Participation in our Stake in the Outcome (SITO) incentive program, with a potential individual annual bonus after one year of service.
- A comprehensive benefits package, including medical, dental, vision, Health Savings Account (HSA), Flexible Spending Account (FSA), and more.
- 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 one year of service, with a 3% company contribution.
- Opportunities for professional development and advancement, including certifications and continuous learning.
The Chamberlin Group was founded in 2002, bringing our community 20+ years of tax and financial experience. We serve people who are of retirement age and are transitioning from working to retirement, providing personalized support and guidance to help them achieve their goals.
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