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Client Service Representative – Finance
Are you passionate about finance and dedicated to providing exceptional customer service? We seek dynamic individuals to join our growing team as Client Service Representatives. If you thrive in a fast-paced environment, excel at communication, and are genuinely interested in helping clients achieve their financial goals, we want to hear from you!
Prosperity Advisors LLC (www.prosperityadvisors.com), founded in 1989, is a financial advisory firm located in Overland Park, KS, with locations in Akron & Toledo, OH, and Carmel, IN. We provide financial planning and asset management services to individuals, small businesses, retirement plans, and nonprofits. We have experienced consistent growth, which we attribute to exceptional people providing exceptional client service.
As a Client Service Representative in our Overland Park, KS office, you will be responsible for delivering outstanding client service to existing and new clients.
To succeed, you should have:
Your responsibilities as a Client Service Representative:
Benefits:
We value our employees’ time and efforts. Our commitment to your success is enhanced by providing competitive compensation of $50 - $67k depending on experience and an extensive benefits package, including:
Plus, we work to maintain the best environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to our processes, decisions, planning, and culture.
We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Full Time
Business Services
$37k-47k (estimate)
02/02/2024
04/29/2024
insperity.com
SAN ANTONIO, TX
3,000 - 7,500
1986
Public
RICK WILSON
$3B - $5B
Business Services
Insperity provides human resources and business solutions to help improve business performance.
The job skills required for Client Service Representative include Communication Skills, Microsoft Office, Retirement Plans, 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.
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.
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Promoting and maintain positive customer relations utilizing service excellence techniques.
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Client service representatives are responsible for taking care of users who have a hard time with some business element.
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Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.
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Have an understanding and reception to clients' needs and give proactive customer support.
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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.
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A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.
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Should have a proven customer support experience or experience as a client service representative.
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Learn to resolve problems and prevent client dissatisfaction.
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One year related experience required with customer service preferred.
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Step 3: View the best colleges and universities for Client Service Representative.