What are the responsibilities and job description for the Customer Service Representative position at The Carrington Group LLC?
We are currently hiring for a customer service representative to join our company.
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
Requirements
- Proficiency with word processing, spreadsheet, database and financial planning software
- Analytical thinking skills and the ability to assess clients’ needs
- Excellent communication abilities, including writing, speaking and active listening
- Effective sales, presentation and customer service skills
- Good organization and time management skills
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per hour
Application Question(s):
- What is a good working email for you?
Education:
- High school or equivalent (Preferred)
Work Location: Multiple Locations
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