Conservative Financial Solutions-posted about 1 year ago
$45,760 - $45,760/Yr
Full-time • Entry Level
Harrison, OH
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

The Client Service Representative at Conservative Financial Solutions, LLC is responsible for providing exceptional service to the existing client base, handling service requests, and supporting the financial advisor in preparing for client meetings. This role emphasizes building long-term relationships with clients and requires strong organizational and communication skills.

  • Receive incoming client service calls in a friendly manner
  • Complete each service request and resolve client issues
  • Input notes into CRM and keep updated
  • Coordinate and follow up on each client transfer
  • Review application prior to submission
  • Prepare client review summary for upcoming appointments
  • Maintain professional communication with clients and staff
  • Assist with Client update reports and mailings
  • Assist in setting client appointments for Advisor
  • Assist with New Business processing
  • Associates Degree preferred
  • Financial Industry experience required
  • 2+ years working alongside a Financial Advisor in a fast-paced office environment
  • Securities and insurance licensed preferred or willing to obtain during tenure
  • Experience with MS Office Suite and the ability to learn new software quickly
  • Strong organizational skills
  • Excellent communication both written and verbal
  • Attention to detail and accuracy
  • Proactive Management Style and consistent follow-through
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service