1 Client Service Representative Job in Benson, IL
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Whitaker Wealth Management Services is Hiring a Client Service Representative Near Benson, IL
About us
Whitaker Wealth Management Services is a small business in Morton, IL. We are innovative, professional, customer-centric and our goal is to help our clients make their dream retirement a reality..
Our work environment includes:
- Growth opportunities
- Modern office setting
Position: Client Operations Specialist
High school education and preferrably minimum of 2 years of college
This position is primarily processing paperwork for our financial services firm. Training will include all aspects of processing paperwork.
This includes:
-Data entry into CRM
-Input client financial information in financial planning software
-Upload service work forms to portal
-Tracking paperwork submitted to compliance and communicate with clients on the status of their paperwork
-Complete client applications and suitability forms
-Track paperwork completion and follow up with clients
-Follow and develop processes that increase ease of work-flow
-Greeting clients and answering phones as needed
-Handle phones and office management when owners are away
Skills:
Detail oriented and highly organized
Likes to work with numbers and has extensive computer knowledge and experience with Word, Excel, data management, etc.
Personality attributes:
Candidate should have a positive outlook, as well as being a team player that enjoys a challenge in a highly professional field
Job Type: Full-time
Pay: $40,000.00 - $55,000.00 per year
Benefits:
- 401(k) matching
- Health insurance
- Life insurance
- Paid time off
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Morton, IL 61550: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- Why do you believe this job is a good fit for you?
- What are your best skills in dealing with clients?
- What is your education and work experience with computers and technology?
Education:
- High school or equivalent (Preferred)
Language:
- English (Preferred)
Work Location: One location
Job Summary
Full Time
$56k-74k (estimate)
01/26/2023
02/23/2023
The job skills required for Client Service Representative include Planning, Life Insurance, Data Entry, 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.
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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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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Step 3: View the best colleges and universities for Client Service Representative.
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