What are the responsibilities and job description for the Customer Service Specialist position at rekroot?
Are you looking to grow your career in financial services while working in a collaborative, family-oriented environment? At our firm , we blend the stability of a nationwide company with the personal touch of a close-knit team. If you're detail-oriented, proactive, and passionate about delivering an exceptional client experience, this role may be right for you.
What You’ll Do :
As a Client Service Specialist , you’ll be the go-to person for both clients and advisors, ensuring a smooth and professional experience. Your role will be dynamic, combining administrative expertise, client service, and operational support.
- Be the first point of contact – answer client inquiries and assist with account-related requests
- Manage scheduling and logistics for meetings between clients and advisors
- Process paperwork and service requests with precision and efficiency
- Maintain client files and support back-office operations
- Engage in proactive client outreach to strengthen relationships
- Assist with client events and special projects
- Collaborate with the team to enhance the client experience
What We’re Looking For :
Why Join Us?
Be part of a firm that values growth, teamwork, and client success
Enjoy a supportive, professional environment with opportunities to expand your role
Work closely with experienced advisors and gain valuable industry knowledge
This is a full-time, in-office position where you’ll have the opportunity to make a real impact.
