What are the responsibilities and job description for the Client Services Representative position at American Financial Advisors, LLC?
Company Description
American Financial Advisors, LLC in Marietta, GA, is dedicated to providing a positive investment experience for clients through personalized service. The company emphasizes discipline, asset allocation, and low fees while earning trust through transparency, listening, and integrity. The focus on preserving capital through risk-balanced strategies and diversification is key.
Role Description
This is a full-time on-site role as a Client Services Representative at American Financial Advisors, LLC in Marietta, GA. The role involves providing outstanding customer service, maintaining client relations, ensuring customer satisfaction, addressing client inquiries, and supporting financial advisors in daily tasks.
Qualifications
- Client Services, Customer Satisfaction, and Customer Service skills
- Excellent Communication skills
- Understanding of Finance principles
- Ability to prioritize client needs and multitask effectively
- Strong problem-solving abilities and attention to details
- Experience with an RIA preferred
- Bachelor's degree in Finance, Business, Economics, or related field