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Director of Customer Service
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$90k-116k (estimate)
Full Time 1 Week Ago
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Your Best Interest is Hiring a Director of Customer Service Near Aston, PA

Job Description

Job Description

The most important part of our business is making sure our clients needs are met. We are a family owned and operated, vibrant financial planning, and investment firm with integrated tax services. We need an intelligent, intuitive, pleasant, capable administrator to support our client interactions.

Responsibilities are preparation of new account paperwork, account service paperwork, and account status reports. You will interact directly with clients via the phone and in person. This is a fulfilling position that you know that you are making a positive difference in peoples lives.

Qualifications/Requirements

1 High School Diploma or Equivalent

2 Positive Demeaner in Person and on the Telephone

3 Previous Customer Service or Client Interaction Responsibilities

4 Ability to Pass a Criminal Background Check

5 Strong Computer Skills

6 Availability between the hours of 8-5 M-F

Responsibilities

1 Answer Phones taking detailed information about client or potential client needs

2 Paperwork Preparation

3 CRM Database Management

4 Client Account Status Reports

5 Online Document Submission

6 Regulatory Requirements for Licensed Staff

7 Other Duties as Assigned

Job Summary

JOB TYPE

Full Time

SALARY

$90k-116k (estimate)

POST DATE

05/03/2024

EXPIRATION DATE

05/19/2024

WEBSITE

yourbestinterestonline.com

HEADQUARTERS

FAIRFIELD, CT

SIZE

25 - 50

TYPE

Private

CEO

MARC HALPERT

REVENUE

$5M - $10M

INDUSTRY

Business Services

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The following is the career advancement route for Director of Customer Service positions, which can be used as a reference in future career path planning. As a Director of Customer Service, it can be promoted into senior positions as a Top Customer Service Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Director of Customer Service. You can explore the career advancement for a Director of Customer Service below and select your interested title to get hiring information.

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