What are the responsibilities and job description for the Client Services Representative position at Bleakley Financial Group?
Company Description
Bleakley Financial Group offers independent financial planning and wealth management advice to individuals, families, and business owners in a focused team environment. The advisory model is based on a disciplined collaborative planning process that addresses the full complexity of personal situations.
Role Description
This is a full-time on-site Client Services Representative role located in Fairfield, NJ at Bleakley Financial Group. The Client Services Representative will be responsible for ensuring customer satisfaction, providing exceptional client services, and handling finance-related inquiries.
Qualifications
- Client Services and Customer Service skills
- Strong Communication skills
- Ability to ensure Customer Satisfaction
- Understanding of Finance principles
- Experience in financial services industry is a plus
- Bachelor's degree in Finance, Business, or related field
