What are the responsibilities and job description for the Client Experience Representative position at Magellan Financial?
Stonebridge Insurance and Wealth Management is seeking a Client Experience Representative to provide essential administrative support to our financial advisors. This role is ideal for detail-oriented professionals who thrive in a fast-paced environment and enjoy assisting clients with financial service needs.
Compensation: $21-24/hr w/ growth opportunities & Bonuses
About the Role
As a Client Experience Representative, you will be responsible for:
- Processing client paperwork and handling account-related requests, including cashiering and beneficiary changes.
- Managing a shared task system across multiple advisors.
- Communicating professionally with clients over the phone and ensuring all documentation is handled efficiently.
- Assisting with general administrative duties to enhance the client experience.
Qualifications & Skills
- Strong attention to detail and ability to manage multiple tasks efficiently.
- Professional communication skills, particularly over the phone.
- Ability to complete administrative tasks accurately and in a timely manner.
- Prior experience in bookkeeping or finance is beneficial but not required.
Join Our Team
Stonebridge Insurance and Wealth Management is committed to providing exceptional service to our clients while fostering a supportive and professional work environment. If you’re a motivated individual looking for an opportunity to grow in the financial services industry, apply today!
Job Type: Full-time
Pay: $21.00 - $24.00 per hour
Benefits:
- 401(k)
- Health insurance
Shift:
- 8 hour shift
Ability to Commute:
- Lincoln, NE 68516 (Required)
Work Location: In person
Salary : $21 - $24
