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1 Client service representative Job in Sheffield, OH

Advisor Employee Services
Sheffield, OH | Full Time
$47k-61k (estimate)
1 Week Ago
Client service representative
$47k-61k (estimate)
Full Time 1 Week Ago

Advisor Employee Services is Hiring a Client service representative Near Sheffield, OH

Client Service Representative Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily?

If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our fast-paced financial firm, W.

A. Smith Financial , in Independence, OH or Sheffield Village, OH is seeking to add a Client Service Representative to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

We envision a world where financial planning is not just about numbers, but about empowering individuals to live their best lives with confidence and security. Role Description

  • Role Title : Client Service Representative
  • Summary : Deliver exceptional customer service, ensuring accurate and timely solutions for client inquiries and needs.
  • Mission Alignment : By providing outstanding service, you contribute directly to our mission of helping clients worry less about money and focus more on life.

Minimum Requirements :

  • Associates Degree preferred
  • Financial Industry experience required
  • 2 years working alongside a Financial Advisor in a fast-paced office environment preferred
  • Experience with MS Office Suite and the ability to learn new software quickly
  • CRM experience

What You’ll Love to Do :

  • Accurately perform daily service tasks with timeliness
  • Provide exceptional customer service through various channels
  • Communicate accurately with both advisors and clients
  • Maintain detailed communication logs in CRM systems
  • Engage with clients compassionately and empathetically
  • Contribute to a positive team culture built on core values
  • Assist in setting client appointments
  • Maintain professional communication with clients and staff

Who You'll Work With and the Impact You'll Make :

  • Join a team of passionate professionals at W.A. Smith Financial Group dedicated to helping clients focus more on life and worry less about their money.
  • Your mission? Ensuring clients receive accurate and timely solutions to their financial service needs, freeing them from unnecessary worry and stress.

Our Work Ethos and Culture in 3 Sentences :

  • We operate with relentless dedication, delivering exceptional service and support to our clients.
  • Our culture thrives on authenticity, simplicity, and a commitment to continuous improvement.
  • Every interaction is infused with warmth, kindness, and a genuine desire to make a positive difference in our clients' lives.

Challenge :

If the thought of providing exceptional service and making a meaningful impact on clients' lives doesn't make you say "HELL YEAH!", this isn't the role for you.

High Achiever Attributes :

  • Hungry : Ambitious and driven to excel in client service.
  • Smart : Exhibits emotional intelligence and adaptability.
  • Accountable : Holds oneself responsible for delivering results.
  • Passionate : Displays enthusiasm and commitment to the mission.
  • Effective Communicator : Clearly conveys information and listens actively.
  • Problem Solver : Finds solutions and navigates challenges effectively.
  • Team Player : Collaborates effectively with colleagues and advisors.
  • Organized : Maintains meticulous records and manages tasks efficiently.
  • Empathetic : Demonstrates compassion and understanding towards clients' needs.

Hours :

Monday Friday 8 : 30am 4 : 30pm

Salary :

$45,000 - $55,000 / year BOE

Benefits :

  • 90% premiums paid for Health insurance Dental, Vision, Life Insurance, Disability
  • 401(k) matching
  • Generous PTO
  • Last updated : 2024-05-15

Job Summary


Full Time


$47k-61k (estimate)





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The job skills required for Client service representative include Customer Service, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service representative. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client service representative positions, which can be used as a reference in future career path planning. As a Client service representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service representative. You can explore the career advancement for a Client service representative below and select your interested title to get hiring information.

If you are interested in becoming a Client Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Representative job description and responsibilities

Client services representatives manage client relationships and provide customer support.

02/07/2022: Monterey, CA

Promoting and maintain positive customer relations utilizing service excellence techniques.

02/20/2022: Richmond, VA

Client service representatives are responsible for taking care of users who have a hard time with some business element.

02/21/2022: Akron, OH

Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.

12/22/2021: Altus, OK

Have an understanding and reception to clients' needs and give proactive customer support.

01/29/2022: Huntington, WV

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Representative jobs

Some popular Client Service Representative hard skills are Customer Service, Client Services, Sales, Microsoft Access, Social Media, Marketing, Management and Banking.

01/10/2022: Long Beach, CA

A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.

12/28/2021: Anderson, IN

Should have a proven customer support experience or experience as a client service representative.

01/05/2022: Ann Arbor, MI

Learn to resolve problems and prevent client dissatisfaction.

01/07/2022: Bradenton, FL

One year related experience required with customer service preferred.

12/31/2021: La Crosse, WI

Step 3: View the best colleges and universities for Client Service Representative.

Florida Southern College
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University of Notre Dame
Western Washington University
Canisius College
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