What are the responsibilities and job description for the Financial Service Customer Representative position at The NEST Agency?
Are you looking to launch a career in financial services within a collaborative, family-like atmosphere? At The NEST Agency, we are more than just a workplace—we are a community that works hard to uplift everyone on our team and the clients we serve. We believe in personal and professional growth, and for the right candidate, the sky is the limit!
This entry-level position is designed for individuals eager to gain hands-on experience in our three core service areas: Accounting, Tax Planning, and Property & Casualty Insurance. If you're highly organized, detail-oriented, and ready to contribute to a fast-paced environment, we want to hear from you!
What You’ll Do
- Business Services: Assist clients in registering new businesses and ensuring compliance with annual filing requirements, including state registrations and business licenses.
- State Filings: Support business owners with sales tax filings, heavy vehicle use tax filings, and other state-mandated requirements.
- DOT & DMV Support: Help business owners with Department of Transportation (DOT) and Department of Motor Vehicles (DMV) related services, such as new registrations, filings, and audits.
- Grant Application Assistance: Guide eligible businesses through the grant application process, including eligibility determination, document gathering, and successful submission.
- Insurance Support: Accurately receive and assign incoming insurance inquiries to the appropriate quoting department.
- Office Coordination:
- Answer and direct calls efficiently
- Schedule client appointments
- Assist and redirect clients to the appropriate department
- Identify and implement efficiencies in daily operations
What We’re Looking For
- Bilingual (Spanish/English) is a must
- Team player with a collaborative mindset
- Highly organized with extreme attention to detail
- Strong customer service skills and ability to communicate effectively in both Spanish and English
- Proactive problem solver with a go-the-extra-mile attitude
- Ability to manage multiple tasks and prioritize efficiently
- Tech-savvy and comfortable learning new software tools
- Interest in financial services, accounting, tax, or insurance (growth potential into one of these areas!)
Why Join The NEST Agency?
- Be part of a team that truly feels like family
- Gain exposure to multiple financial services and find your best career fit
- Work in an environment where growth and innovation are encouraged
- Opportunity to advance into specialized roles in accounting, tax planning, or insurance
- Competitive compensation with room for career progression
If you’re looking for a dynamic entry-level opportunity where your skills and ambitions can take you anywhere, apply now to become a part of The NEST Agency family!
Job Type: Full-time
Pay: From $40,000.00 per year
Benefits:
- 401(k)
- Paid time off
Shift:
- 8 hour shift
Ability to Commute:
- Westport, CT 06880 (Required)
Ability to Relocate:
- Westport, CT 06880: Relocate before starting work (Preferred)
Work Location: In person
Salary : $40,000