Job Description

Customer Service Representative - Financial Services, Financial Planning, Wealth Management

We're seeking a positive, personable customer service representative for a rewarding career opportunity! You'll connect with new people, tackle tough problems, and raise the bar on an excellent customer experience. We welcome applicants who are interested in upward mobility, a positive work environment, and who can't wait to get started!

Compensation:

$48,000 - $51,500 yearly

Responsibilities:

Respond to customer inquiries, product and service questions, and customer complaints Regularly meet with sales lead to receive the newest service and product knowledge Create records of customer interactions and follow up to ensure all questions have been answered Keep track of customer accounts and make updates with new account information as necessary Find patterns in customer complaints and bring them to the team for improvement Must have experience processing paperwork and be very detail-oriented. Schwab, Fidelity, Altruist, Redtail, Salesforce background preferred.

Qualifications:

Display strong communication skills, active listening skills, and personal skills Experience working in a customer-oriented atmosphere High school diploma, G.E.D. or equivalent

About Company

We are a fast-growing, client-focused financial planning team specializing in retirement income planning, wealth preservation, tax-efficient strategies, and guaranteed income solutions.


Our mission is simple:

Provide world-class planning Deliver unmatched client service Help advisors grow to their highest earning potential

We combine top-tier planning tools, in-house support, innovative retirement solutions, and a team-driven culture--not the restrictive corporate environment you may be used to.