What are the responsibilities and job description for the Client Service Representative position at Secure Money Advisors?
Client Services Specialist in Zelienople, Pennsylvania
Are you passionate about delivering exceptional client experiences in the financial sector? Do you thrive in a dynamic environment where your attention to detail and proactive approach make a tangible impact? If so, this opportunity is tailored for you.
Why This Role Is for You:
- Client Engagement: Be the primary point of contact, ensuring clients feel valued and understood.
- Operational Excellence: Manage account setups, process applications, and coordinate with financial institutions to ensure seamless service.
- Professional Growth: Join a team that supports your career development, offering pathways to advance within the financial advisory field.
What You Bring:
- Experience: 1-5 years in financial services, banking, insurance, or related fields.
- Skills: Strong organizational abilities, proficiency in Microsoft Office and CRM systems, and a knack for problem-solving.
- Mindset: A client-first attitude, attention to detail, and the ability to thrive in a collaborative team setting.
About Secure Money Advisors
At Secure Money Advisors, we specialize in retirement planning, investment management, and wealth preservation. Our mission is to help individuals and families achieve a secure financial future through personalized guidance and world-class service. Located in Zelienople, Pennsylvania, our firm is known for its team-driven approach and commitment to client success.
Ready to Elevate Your Career?
If you're eager to make a difference and grow with a firm that values excellence and client satisfaction, apply now to join Secure Money Advisors.
Job Type: Full-time
Pay: $50,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Vision insurance
Compensation Package:
- Bonus opportunities
Schedule:
- Monday to Friday
- No nights
- No weekends
Work Location: In person
Salary : $50,000 - $70,000
