What are the responsibilities and job description for the Client Services Representative position at Advanced Financial Consultants?
Here at Advanced Financial, we integrate deeply rooted family values into our everyday practices. We believe in providing a customized financial strategy that aligns with the goals and dreams of our clients. Our goal is to build personal relationships with our clients to better understand their individual needs. For more information, visit our website at www.advancedfin.com.
This is a full-time on-site role for a Client Services Representative located in Rochester, MN. The Client Services Representative will be responsible for providing exceptional client services, communicating effectively with clients, ensuring customer satisfaction, handling financial inquiries, and resolving any client issues promptly.
- Client Services, Customer Satisfaction, and Customer Service skills
- Excellent communication skills
- Basic understanding of finance
- Strong problem-solving abilities
- Ability to work well in a team
- Experience in the financial industry is a plus
- Bachelor's degree in Finance, Business, or related field