What are the responsibilities and job description for the Client Service Representative position at Lincoln Investment?
About the Role:
We are seeking a highly organized and detail-oriented individual to join our team as a Sales Assistant. This role requires excellent customer service skills, problem-solving abilities, and a strong attention to detail.
The successful candidate will be responsible for:
- Providing exceptional client service
- Developing strong relationships with clients and advisors
- Working independently with minimal supervision
Key Responsibilities:
- Client contact and communication via phone and email
- Servicing clients' general account inquiries
- Assisting with scheduling client appointments
- Preparing and submitting client paperwork
- Responding to and correcting paperwork not in good order
