Job Description

FYI we do not use indeeds system to collect resumes or applications. We use it as a way to post the job only. Please Apply at: https://bit.ly/WorkwithSOKY

We have attempted to message anyone who has used the "apply now" feature on indeed with the google form listed above

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Client Services Representative

Pay:

$36,000.00 - $40,000.00 per year

Location:

In Office - Bowling Green, KY

Company:

Southern Kentucky Financial Services

Job Type:

Full-Time

Schedule:

8 hour shift - Monday to Thursday 8 - 1 Friday

Work Location:

In person

How to Apply

We do not use job boards to collect resumes or applications, only to post the job.

Please apply at: https://bit.ly/WorkwithSOKY

Position Overview

Southern Kentucky Financial Services is seeking a highly motivated and customer service-oriented individual to join our team as a Client Services Representative. The purpose of this position is to ensure smooth day-to-day operations of our practice while providing superior customer service to prospects, clients, and team members. This role requires general administrative support--including managing calls, calendars, travel arrangements, outgoing mailings, and creating a welcoming office experience. The ideal candidate will thrive in a fast-paced, team-oriented environment and demonstrate exceptional interpersonal and organizational skills.

Key Responsibilities

Daily:

- Answer phones in a friendly, warm manner

- Record notes from every client conversation in the database

- Maintain an organized, compliant, and efficient filing system

- Sort and distribute all incoming mail

- Assist with copying or scanning requests

- Pull appropriate client files as requested by the team

- Coordinate with onboarding specialists and advisers for confirmations and follow-up

- Send all outgoing correspondence (mail, birthday cards, thank you cards, follow-up letters)

- Greet incoming clients professionally

- Prepare beverages and cookies for clients; keep cups clean and kitchen area ready

- Call clients before appointments to confirm time and location

- Run errands as needed

- Manage advisors' calendar (rescheduling, updates)

- Email daily status updates to advisors

Weekly:

- Assist with weekly staff meetings; take minutes

- Distribute meeting notes and imperative tasks to team members

- Assist marketing coordinator with outgoing mail projects

- Update office calendar with advisor's travel information

- Create travel itineraries for advisors

- Order and manage office supplies

Monthly / Quarterly / As Needed:

- Assist marketing coordinator with client touchpoint marketing programs

- Support execution of events, workshops, and seminars (including some quarterly and weekend client events)

- Manage all outgoing mail projects related to marketing and client update reports

- Schedule client visits and manage travel plans/reservations for lunches or meetings

- Support special mailings and open enrollment scheduling

Knowledge, Skills & Abilities:

- Proficient phone skills and clear command of English language and grammar

- Experience working in a fast-paced environment and prioritizing tasks

- Strong attention to detail and organizational skills

- Proficiency with computers, databases, and MS Office Suite

- High level of interpersonal skills and customer service orientation

- Flexible, self-starter with a strong work ethic

- Ability to multi-task and desire to support a collaborative team

- Demonstrated ability to manage travel plans and office supplies

Benefits:

- 401(k) matching

- $50,000 life insurance provided

- Paid time off

- Short and long term disability available

- Health, dental, and vision insurance

Pay:

$36,000 - $40,000 per year (depending on experience, attitude, and people skills)

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to or from this position at any time.

Apply Now at: https://bit.ly/WorkwithSOKY

Southern Kentucky Financial Services is an Equal Opportunity Employer.

Job Type: Full-time

Pay: $36,000.00 - $40,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance
Application Question(s):

We require a short 2 - 3 min video on why you think you would be awesome for this position. Are you willing to submit a video?
Work Location: In person