Customer Service Representative
You should apply – even if your skills don’t match every single requirement. Training is provided.
American Heritage Financial, a financial services firm, focuses on providing the best financial planning solutions for our clients. We are looking to hire a detail-oriented, Internal Support person to support our team members. This is an excellent opportunity for someone who is looking to grow their career in the financial services industry and make a significant impact on the success of our organization. If you are a self-starter, have a passion for customer service, and thrive in a fast-paced environment, we would love to hear from you.
Responsibilities
· Assist agents with their requests, including providing additional paperwork, making notes, and updating their requests.
· Utilize various social media platforms and web services.
· Provide exceptional customer service to both recruits and agents, ensuring their needs are met in a timely and professional manner.
· Maintain accurate and up-to-date records information in our databases.
· Collaborate with team members to support their goals and provide necessary administrative support.
· Prepare and distribute reports related to agent and recruit activities.
Requirements
· High school diploma or equivalent
· Problem solver
· Previous experience in a similar role, preferably in the financial services industry.
· Strong interpersonal and communication skills, both written and verbal.
· Exceptional organizational skills and attention to detail.
· Ability to prioritize tasks and manage time efficiently.
· Proficient in Microsoft Office Suite
· Ability to work independently in a fast-paced environment.
Job Type: Full-time
Pay: $16.00 per hour
Expected hours: 40 per week
Work setting:
Ability to Commute:
Work Location: In person
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