44 Client Service Representative Jobs in Franklin, TN
Magellan Financial and Insurance Services is Hiring a Client Service Representative Near Franklin, TN
Join the Pivotal Financial Team: A Beacon of Excellence in Retirement Planning and Wealth Management (www.PFISFinancial.com)
Who We Are
At Pivotal Financial, we see ourselves not just as a firm, but as an extended family dedicated to safeguarding futures and cultivating wealth across generations. Located in the vibrant community of Franklin, Tennessee, our team is witnessing rapid growth and establishing itself as a foundational pillar in the fields of retirement planning, wealth management, and financial advisory. Leveraging state-of-the-art technology, unmatched marketing approaches, and a deep commitment to authentic connections, we've developed a client-centric service framework. Our aim is to guide our clients through their retirement years with simplicity, assurance, and wealth. Our ethos is built on creativity, ethical principles, and a steadfast dedication to empowering our clients to fulfill their aspirations.
The Role: Client Service Representative
The Client Service Representative is crucial in ensuring the flawless processing of transactions for new clients and reinforcing relationships with both new and longstanding clients. In this role, you will be the main support for lead advisors, assisting with the launch of new ventures, overseeing client interactions, and playing a vital role in the growth of Pivotal Financial.
Primary Responsibilities:
· Process new client business for life insurance and Fixed-indexed annuity.
· Handle new account paperwork for Fee-Based Advisory business.
· Manage ACAT paperwork and processing in compliance with SEC Regulations.
· Ensure accuracy and efficiency in all paperwork and account servicing processes.
· Interacting with clients and handling administrative work.
· Handle client calls regarding withdrawals, conversions, account questions and requests.
· Uphold our commitment to excellence in client service.
Required Qualifications and Skills:
· Familiarity with life insurance and fixed-indexed annuity business.
· Experience in fee-based managed money operations.
· Strong communication and interpersonal skills.
· Proactive Learner: Keen interest in acquiring new knowledge and accepting challenges.
· Detail-oriented, reliable, and dependable.
Why Pivotal Financial?
If you find yourself seeking more from your current position or are keen to advance your career, Pivotal Financial is your ideal springboard. This opportunity represents more than a mere job; it is a journey filled with possibilities, personal growth, and the potential to significantly impact our clients and their families' lives. You will become part of a team that prizes diligence, commitment, and a desire to support others. At our firm, your hard work goes beyond being acknowledged—it's celebrated and rewarded.
This role is not available for remote applicants.
Pivotal Financial is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Job Type: Full-time
Pay: $48,000.00 - $60,000.00 per year
Schedule:
- 8 hour shift
Supplemental pay types:
- Bonus opportunities
Work Location: In person
Job Summary
Full Time
Insurance
$49k-64k (estimate)
03/02/2024
06/29/2024
The job skills required for Client Service Representative include Planning, Futures, Life Insurance, Dedication, 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.
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.
Similar Jobs
Popular Articles
