25 Client Services Representative Jobs in Knoxville, TN
FIG Talent Solutions is Hiring a Client Services Representative Near Knoxville, TN
Client Services Representative
The Client Care Specialist is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Paraplanners, the Operations Team, and Carriers. They are the point of contact for Clients, and a liaison between Client and Advisor relations.
DUTIES AND RESPONSIBILITES
-Support Advisor in serving clients.
-Maintain the Advisor's calendar at all times.
-Book all appointments for the Advisor.
-Scrub the files after all appointments are completed by the Advisor.
-Oversee and manage all follow up with the Advisor, paraplanner, and/or clients for the next steps.
-Prepare for upcoming client appointments.
-Work with the paraplanner to have all file prep ready in a timely and thorough manner.
-Ensure that all files are complete and accurate for client meetings.
-Provide exceptional client care while receiving and responding to client requests.
-Open new client accounts, process account applications, and manage monetary transfers.
-Receive and respond to client service requests each day, and in a timely manner.
-Maintain client and document files both in hard copy and electronically, as defined by company policies.
-Produce weekly reporting to the Advisor, and to the supervisor as needed.
-Participate in Operational meetings to help with systems and to educate team about clients
with open communication.
-Update Policies & Procedures on an on-going basis as needed, and INFORM the OPs Team during weekly meetings of updates, changes and revisions of Policies & Procedures.
-Answer client care calls, returning voicemails and emails same day, if possible, or within 24 hours.
QUALIFICATIONS FOR THE JOB
Education:
Bachelor's Degree preferred, but not required. Series 65 encouraged, but not required.
Experience:
Three years of industry experience required.
Other:
-Must have and present a professional appearance, demeanor, and positive and friendly attitude.
-Must be exceptionally organized.
-Must be willing and assertive in finding staff to assist in moments where work is all caught up.
-Must be able to take direction from leadership with a good attitude.
-Must be a self-starter and team player.
-Must be able to multi-task while paying careful attention to all details.
-Must be sensitive, professional, and compassionate when interacting with clients and /or confidential client information.
-Must have excellent verbal skills.
KEY COMPETENCIES
Strong computer skills, proficiency in Microsoft Office applications, and ability to learn new software easily. Must be capable of learning the Company's CRM.
Job Summary
Full Time
$41k-54k (estimate)
06/26/2024
07/25/2024
The job skills required for Client Services Representative include Client Service, Leadership, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Representative positions, which can be used as a reference in future career path planning. As a Client Services Representative, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Representative. You can explore the career advancement for a Client Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Representative job description and responsibilities
Providing the clients with product and service knowledge.
02/20/2022: Colorado Springs, CO
The Client Services Representative performs Masterfile maintenance and quality control, facilitates requests supporting audit exams and reviews, ad-hoc regulatory requests and self-testing.
12/29/2021: Roanoke, VA
The Client Services Representative provides various customer service functions that support the patient care units and off-site lab customers.
01/13/2022: Santa Ana, CA
The Client Services Representative reflects the mission, vision, values of NM and adheres to the organization's Code of Ethics and Corporate Compliance Program. Complies with all relevant policies, procedures, guidelines, other regulatory and accreditatio
02/10/2022: Fresno, CA
Planning and making a schedule for the monthly meetings with the clients.
03/01/2022: High Point, NC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Representative jobs
A Client Services Representative needs to be familiar with every part of a site.
01/02/2022: Fargo, ND
Representatives who work for utility and telecommunications companies may help customers with service problems, such as outages.
12/22/2021: Elkhart, IN
Review the job description for a Client Services Representative.
01/01/2022: Carson City, NV
The CSR works is to set expectations for both the client and the specialist so that realistic goals are set and achieved.
12/30/2021: Santa Rosa, CA
The representative may be seated at a desk or workstation, or they may be on the phone with clients.
02/17/2022: Knoxville, TN
Step 3: View the best colleges and universities for Client Services Representative.
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