What are the responsibilities and job description for the Customer Service position at rekroot?
Grow your career in financial services within 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.
Job Summary:
We are seeking a detail-oriented and proactive Client Service Specialist to ensure a smooth and professional experience for clients and advisors.
Main Responsibilities:
Client 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
Team Collaboration:
- Collaborate with the team to enhance the client experience
Requirements:
Experience:
- Financial services experience
Skill Set:
- Strong organizational & time management skills – you thrive in a fast-paced environment
- Tech-savvy mindset – experience with CRMs (Salesforce preferred) and Microsoft Office
- Outstanding communication skills – both written and verbal
- Proactive problem solver – you take initiative and think independently
- Ability to travel occasionally to support other locations
- Military experience? We value your skills
Why Work with Us:
Growth Opportunities:
- 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.
