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Client Service Representative
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
Our fast-paced financial firm, W.A. Smith Financial , in Independence, OH or Sheffield Village, OH is seeking to add a Client Service Representative to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. We envision a world where financial planning is not just about numbers, but about empowering individuals to live their best lives with confidence and security.
Role Description
Minimum Requirements:
What You’ll Love to Do:
Who You'll Work With and the Impact You'll Make:
Our Work Ethos and Culture in 3 Sentences:
Challenge:
High Achiever Attributes:
Hours:
Salary:
Benefits:
Presented by Advisor Employee Services Thank you for your interest in the Client Service Representative role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Full Time
$40k-50k (estimate)
06/23/2024
07/11/2024
The following is the career advancement route for Customer Service Representative positions, which can be used as a reference in future career path planning. As a Customer Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Service Representative. You can explore the career advancement for a Customer Service Representative below and select your interested title to get hiring information.