Client Services Representative
About The Position
Seeking motivated professionals who are interested in building a long-term career in financial services. This is not a traditional call center role, nor is it simply customer service. As a Financial Services Professional you are often the first point of contact for financial advisors who rely on you to help them serve their clients and grow their businesses. Each day, you'll handle a high volume of inbound calls and inquiries from financial advisors, helping them navigate account questions, operational processes, technology tools, and service requests. Advisors are often working under tight deadlines, so responsiveness, professionalism, and problem-solving skills are critical.
Requirements
- 1 year of call center experience
- Excited to build your career in financial services
Nice To Haves
- Experience in the financial services field is not required.
Responsibilities
- Handle a high volume of inbound calls and inquiries from financial advisors.
- Assist financial advisors with account questions, operational processes, technology tools, and service requests.
- Provide responsive, professional, and problem-solving support to financial advisors working under tight deadlines.
Benefits
- Vision Coverage
- Medical Coverage
- Dental Coverage
- HSA
- 401k Matching
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
