What are the responsibilities and job description for the Customer Service Representative position at Elite Retirement Group?
Elite Retirement Group is seeking a motivated and detail-oriented Client Service Representative to join our team in Plover, Wisconsin. This full-time, in-office position is a fantastic opportunity for someone eager to contribute to a growing financial services firm dedicated to helping clients achieve financial security.
Why You Should Join Us:
- Join a reputable financial services firm known for exceptional client care.
- Gain valuable industry experience with training provided—no prior financial background required.
- Enjoy a collaborative, supportive work environment with opportunities for career advancement.
Key Responsibilities:
- Facilitate the setup of new client accounts with accuracy and efficiency.
- Process Fixed Indexed Annuity (FIA) applications, life insurance applications, managed money, and investment accounts.
- Handle account transfers and ensure all compliance requirements are met.
- Assist clients with account updates, policy changes, and service requests.
- Maintain accurate client records in the CRM system.
- Serve as a liaison between clients, advisors, and financial institutions.
- Support advisors with meeting preparation, documentation, and follow-ups.
Qualifications:
- Exceptional attention to detail and organizational skills.
- Strong verbal and written communication abilities.
- Ability to manage multiple tasks in a fast-paced environment.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- A positive, client-focused attitude and professional demeanor.
Preferred Experience:
- Background in financial services, banking, insurance, or client support is a plus but not required.
- Familiarity with investment accounts, annuities, or financial paperwork is beneficial.
About Elite Retirement Group: Elite Retirement Group is a trusted financial services firm specializing in retirement planning, annuities, and investment strategies. We prioritize client education, transparency, and providing personalized financial solutions. We are looking for a team-oriented individual who thrives in a detail-driven environment and is eager to learn.
If you are ready to grow your career and contribute to a team focused on excellence, apply today to become a valued member of Elite Retirement Group!
Salary : $35,000 - $45,000
