Client Service Representative/Operations

Overview
We are seeking a Customer Service Representative to join our team. The ideal candidate will have a background in customer service, marketing, financial services and possess strong analytical skills. This position offers the opportunity to work in a dynamic environment where customer service excellence is paramount.

Responsibilities

Core functions of the administrative team include;

• Provide a welcoming atmosphere to all prospective and existing clients of the practice through both telephone and face to face contact.
• Provide a timely, accurate, high level of service regarding the execution of all account related transactions.
• Meeting Preparation and Take Down
• General Office Functions

Client Service Representative Tasks/Responsibilities include but are not limited to;

• Processes new accounts
• Processes account transfers
• Processes new contributions and redemptions
• Processes beneficiary changes
• Creates client meeting update books
• Sends update meeting letters
• Coordinates state, insurance & FINRA licensing
• Handles miscellaneous operational activities
• Develops and maintains written systems of all their activities

Management of the Principal’s appointment calendar to include;

• Routinely staying within scheduling parameters as they relate to days and times the Principal is available to meet with clients.
• Management of the annual review and product specific compliance required appointment lists to assure clients are scheduled.
• Management of multiple location appointment scheduling.
• Scheduling of all client appointments (phone, face to face and/or virtual) for the Principal.

Client meeting preparation to include;

• Preparation for and moderation of the weekly set up meeting.
• Communicate with the Administrative Receptionist any documents she will need to prepare for the client meeting.
• Finalize meeting agenda and assure that all requested forms and data are included in client file for the meeting.
• Preparation of gain/loss calculation.
• Timely accurate, complete processing of meeting notes to include assignment of action items.
• Management of current practice reporting tools to assure data reflected on the report is complete and accurate.
• Receive and execute client requests for on line access as well troubleshooting client log on issues.
• Receive client service inquiries for execution.
• Client Service Problem Resolution alerting Managing Director as needed for direction of problem resolution conclusion.
• Scanning Preparation
• Provide exceptional customer service by addressing inquiries and resolving issues promptly
• Analyze customer needs and recommend suitable products or services
• Collaborate with the sales team to support customer acquisition and retention efforts
• Utilize project management skills to handle multiple tasks simultaneously
• Input and maintain customer information in Salesforce or similar CRM software
• Communicate effectively with customers through various channels
• Assist in marketing initiatives to promote products or services

Skills

• Excellent attitude and an extraordinary client service orientation
• A strong focus on getting the details right
• Excellent organizational and time management skills
• An ability to handle multiple tasks and handle stress
• Proficiency in customer service principles and practices
• Strong communication skills, both verbal and written
• Experience with Salesforce or other CRM systems
• Knowledge of SaaS products is a plus
• Ability to analyze data and market trends
• Customer relationship management expertise

Job Type: Full-time

Pay: $40,218.00 - $44,352.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan

Compensation Package:

• Bonus opportunities
• Performance bonus
• Quarterly bonus

Schedule:

• 8 hour shift
• Day shift
• Holidays
• Monday to Friday
• Overtime
• Weekends as needed

Work Location: In person

Salary : $40,218 - $44,352