2 Client Services Representative I - Dover, DE Jobs in Dover, DE
Savant Wealth Management is Hiring a Client Services Representative I - Dover, DE Near Dover, DE
Job Summary
As a member of the Client Services Team, the Client Services Representative is responsible for providing support to both Advisors and clients. Duties for this position may include, but are not limited to preparing client paperwork, initiating, and completing client requests, and contacting clients to schedule meetings. This position requires the ability to communicate effectively, multitask and troubleshoot problems while maintaining a positive and client centric approach.
Duties and Responsibilities
The Client Services Representative can expect to focus in the following areas:
- Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and clients as needed.
- Meets routine client needs in a timely manner and has a basic understanding of Savant’s unique philosophies.
- Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
- Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
- Proofreads reports, documentation, and electronic data for errors.
- Assembles materials for client meetings. Utilizes Salesforce in order to complete both client and internal requests.
- Serves as back up to Client Service Assistant, Client Services Representative II’s and Client Services Representative III’s.
- Maintains team approach by assisting and filling in for others.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.
The Client Services Representative position typically requires the following qualifications:
- High School Diploma; Associate Degree or Bachelor’s Degree preferred
- 2-5 years of experience in a client services/administrative support function in the field of financial services, banking, or insurance
- Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software
- Must be organized, detail-oriented, and able to multitask
- Client first attitude
- Effective written and verbal communication skills
- Team player, collaborative, able to work with and through others
Any combination of equivalent education and work experience will be considered.
Savant Capital, LLC is an Equal Opportunity Employer
Job Summary
Full Time
$56k-73k (estimate)
04/12/2024
06/10/2024
The job skills required for Client Services Representative I - Dover, DE include Client Service, Financial Services, Communicates Effectively, Verbal Communication, Administrative Support, PowerPoint, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Representative I - Dover, DE. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Representative I - Dover, DE. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Representative I - Dover, DE positions, which can be used as a reference in future career path planning. As a Client Services Representative I - Dover, DE, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Representative I - Dover, DE. You can explore the career advancement for a Client Services Representative I - Dover, DE below and select your interested title to get hiring information.
If you are interested in becoming a Client Services 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 Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Representative job description and responsibilities
Providing the clients with product and service knowledge.
02/20/2022: Colorado Springs, CO
The Client Services Representative performs Masterfile maintenance and quality control, facilitates requests supporting audit exams and reviews, ad-hoc regulatory requests and self-testing.
12/29/2021: Roanoke, VA
The Client Services Representative provides various customer service functions that support the patient care units and off-site lab customers.
01/13/2022: Santa Ana, CA
The Client Services Representative reflects the mission, vision, values of NM and adheres to the organization's Code of Ethics and Corporate Compliance Program. Complies with all relevant policies, procedures, guidelines, other regulatory and accreditatio
02/10/2022: Fresno, CA
Planning and making a schedule for the monthly meetings with the clients.
03/01/2022: High Point, NC
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 Services Representative jobs
A Client Services Representative needs to be familiar with every part of a site.
01/02/2022: Fargo, ND
Representatives who work for utility and telecommunications companies may help customers with service problems, such as outages.
12/22/2021: Elkhart, IN
Review the job description for a Client Services Representative.
01/01/2022: Carson City, NV
The CSR works is to set expectations for both the client and the specialist so that realistic goals are set and achieved.
12/30/2021: Santa Rosa, CA
The representative may be seated at a desk or workstation, or they may be on the phone with clients.
02/17/2022: Knoxville, TN
Step 3: View the best colleges and universities for Client Services Representative.
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