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:

• In-person

Ability to Commute:

• Cantonment, FL 32533 (Required)

Work Location: In person