What are the responsibilities and job description for the Client Service Representative position at Vachon Financial Group, LLC?
Overview
We are seeking a dedicated Client Service Representative to join our team. The ideal candidate will have a passion for client relationship management and providing exceptional service in the financial services industry.
Responsibilities
- Communicate with clients through various channels to address inquiries and resolve issues promptly
-Provide support with account-related inquiries
- Prepare and process new account and client service paperwork
- Schedule client review meetings
- Update and maintain client files
- Utilize, maintain, and update client data in the firm's CRM system
- Assist in project management tasks related to customer service initiatives
Qualifications
- Proven experience in client service or account management
- Familiarity with financial services industry practices is a plus
- Strong communication skills and the ability to interact effectively with clients
- Proficiency in analyzing data and identifying trends to enhance client experience
- Ability to work collaboratively in a team environment
Job Type: Part-time
Pay: $18.00 - $22.00 per hour
Expected hours: 25 per week
Schedule:
- Monday to Friday
Education:
- High school or equivalent (Required)
Experience:
- Customer service: 1 year (Preferred)
Ability to Relocate:
- East Providence, RI 02914: Relocate before starting work (Required)
Work Location: In person
Salary : $18 - $22