What are the responsibilities and job description for the Client Service Representative position at SWAN Capital?
About us
SWAN Capital
We specialize in Total Wealth Management. We believe in combining tax planning, estate planning and investment planning under one roof for our clients.
Client Service Representative
Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Our fast-paced financial firm in Daphne, AL is looking for a strong, detail orientated Service Representative to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources and freedom to build a great future, please contact us today!
Minimum Requirements:
- Previous experience in processing confidential, detailed paperwork
- Previous client interaction in an office environment
- Intermediate to advanced computer skills
- Insurance licensing strongly preferred (Series 65, 2-15 Insurance)
This position requires that you possess the following skills:
- Strong organizational skills and attention to detail
- Ability to demonstrate persistence to achieve quality
- Excellent communication – both verbal and written
- Self-directed initiative
- Process driven
- Strong follow-through
Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
- Complete & process servicing requests
- Maintain database programs
- Respond to client inquires as needed
- Opening, as needed, closing & transferring of accounts
- Generate and provide various reports to Advisor
- Process transactions
- Follow-up as necessary with vendor companies and clients
- Assist advisor with pre-appointment preparation
- Resolve any issues regarding new accounts, transfers or amendments
Job Type: Full-time
Pay: $20.00 - $24.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Compensation Package:
- Bonus opportunities
Schedule:
- Monday to Friday
Work Location: In person
Salary : $20 - $24