What are the responsibilities and job description for the Client Services Representative position at Magellan Financial & Insurance Services, Inc.?
Join Our Team as a Client Service Representative at Stonebridge Insurance and Wealth Management
Stonebridge Insurance and Wealth Management is looking for a dedicated Client Service Representative to provide critical administrative support to our team of financial advisors. If you're detail-oriented, thrive in a dynamic environment, and enjoy assisting clients with their financial needs, we’d love to have you on our team.
Compensation:
- $21 - $24 per hour with Growth Opportunities and Bonus Potential
What You’ll Do:
- Process client documentation and handle account-related tasks, including cashiering, beneficiary updates, and related requests.
- Efficiently manage a shared task system, supporting multiple financial advisors simultaneously.
- Professionally communicate with clients via phone, ensuring exceptional service and prompt follow-up on inquiries.
- Support the team with general administrative duties aimed at enhancing the overall client experience.
Qualifications & Skills:
- Exceptional attention to detail with the ability to manage multiple tasks effectively.
- Strong professional communication skills, especially over the phone.
- Proven capability to handle administrative responsibilities accurately and promptly.
- Previous experience in bookkeeping, finance, or related fields is beneficial but not mandatory.
Why Join Stonebridge Insurance and Wealth Management? Stonebridge is committed to delivering outstanding service to our clients while cultivating a supportive, professional environment where your growth is encouraged. This role offers excellent potential for career advancement within the financial services industry.
If you are motivated, detail-oriented, and looking for a rewarding opportunity to build your career, apply today!
Salary : $21 - $24
