What are the responsibilities and job description for the Client Service Representative- Financial Services position at Piller Financial Group?
Fast growing Financial Services team is seeking a dynamic, customer-focused Client Service Representative for a full-time position in either our Plymouth or Lake Elmo office location. Primary responsibility is to support all phases of an advisor's practice.
MUST have work experience in the financial services industry (Insurance and Investments). Applicants without Financial Services Industry experience will not be considered. No Recruiter contacts please!
Duties to include:
- Addressing / resolving client inquiries by phone or email.
- Preparing applications for both life insurance and securities accounts.
- Tracking the application process and work to resolve any outstanding issues.
- Researching client questions and requests related to their insurance policies or investment accounts, leading to problem resolution.
- Handling client money movement requests, contributions, distributions, etc.
- Scheduling client appointments for the advisor.
- Preparing spreadsheets as needed for generating client lists for mailings, client events or tracking purposes.
Key Knowledge/Skills/ Competencies Required:
- Must have work experience with insurance and investments
- Strong computer skills
- Strong telephone and interpersonal skills
- Good organization and time management skills
- Excellent attention to detail and follow-through
- Flexible with the ability to adapt to change and work efficiently in a variety of situations
- Willingness to assume additional responsibilities
- Good Analytical Skills
- Customer service experience
- Bachelor's degree
- 2 years of work experience in the financial services industry
- Securities and/or insurance license preferred
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
Schedule:
- Monday to Friday
Work Location: Hybrid remote in Minneapolis, MN 55447
Salary : $50,000 - $60,000