Client Service Representative - Financial Firm - Waukesha, WI
Job Posting for Client Service Representative - Financial Firm - Waukesha, WI at Advisor Employee Services
Client Services Representative
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our established financial service firm, Drake & Associates, in Waukesha, WI is looking for an experienced Client Services Representative. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior customer service skills, a strong work ethic, attention to detail and enjoy working with clients daily. If you are looking for an opportunity to take the initiative to make a difference within the office, please apply today!
Our expectations are high, the compensation package is generous, our culture is a top priority, and we take care of our employees and customers. You will have ample support, coaching and time to understand and master the various deliverables required.
The ideal candidate is happy where he/she is currently employed but is interested in a more self-directed work environment and responsibility. We would like to hire someone who is interested in a career, not a job, who wants to do the work and be recognized for a job well done. Flexibility and autonomy will require you to be very organized, detail-oriented, and efficient with a commitment to accuracy.
Minimum Requirements:
- 2 years of experience in financial services preferred
- Industry knowledge/experience strongly preferred
- Experience with Google Suite and/or MS Office and ability to learn new software quickly
- CRM experience preferably with Salesforce
This position requires that you possess the following skills:
- Superior communication skills
- Strong organization skills
- Attention to detail and accuracy
- Consistent follow-through
Responsibilities:
Daily priorities are to process applications, assist clients with questions, gather required documents, and follow the client onboarding through completion.
Daily priorities are to process applications, assist clients with questions, gather required documents, and follow the client onboarding through completion.
Additional daily, weekly, and/or monthly asks include:
- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues timely
- Input notes into CRM and keep updated
- Coordinate and follow up on each client transfer
- Maintain professional communication with clients and staff
- Assist in setting client appointment for Advisor
- Assist with New Business processing
Salary Base
- $50,000 - $65,000 per year - Based on Experience
BENEFITS
Money for Nothing
Start with three weeks paid time-off each year and earn more.
Additional Days Off
When we meet our goals, we prefer to give employees extra days off
Retirement
We offer Traditional and Roth 401(k)s with a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $22,500 per year and get a 3% match on top of that. Are you 50 ? You can contribute $29,000 each year in addition to the 3% company match. We can also show you how to fund a Traditional IRA or Roth IRA at $7,500 per year if under 50 and $11,000 if 50 . We know a lot about money, it’s what we do!
Let’s Stay Healthy
Blue Cross Blue Shield group health insurance plan with a great provider network, it is the same health insurance that Tony has for himself! We pay for your health, dental and life insurance along with paid time-off to go to the doctor, dentist, etc.!
Hungry?
Free Lunches provided for team building.
Free coffee, tea, sodas, water, and hot cocoa — all on-site
Want To Lend a Hand?
We support local charities financially and with paid time-off to volunteer!
Use The Force, Luke! Mentorship is part of the deal, we want to help you as a person, not just as an employee.
How Do I Get There?
Waukesha location is just off the Guerke’s corner exit on I-94
Mequon location is right off I-43 on Mequon and Port Washington Rd
Let’s have fun!
Quarterly team lunches and team building events off site as well as our Annual Team Holiday Party!
Paid-for Annual Trips
Company hits our goals, let's all travel together!
Presented by Advisor Employee Services Thank you for your interest in the Client Relations Coordinator role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
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$19,916 to $26,177
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