What are the responsibilities and job description for the Customer Service 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:
✔ Financial services experience
✔ 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 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.
Salary : $60,000 - $65,000
