What are the responsibilities and job description for the Client Service Representative position at CFG?
Job Overview
A small, established financial services office in Ocala is seeking a professional, organized Part-Time Client Service Representative.
Responsibilities:
- Assist existing clients with service requests, including beneficiary changes and withdrawals.
- Communicate with clients by phone and email in a friendly and professional manner
- Schedule and coordinate client appointments
- Prepare client files for meetings and follow up on pending requests
- Maintain and update client information in Redtail CRM
- Scan, upload, email, and organize documents
Qualifications:
- Previous administrative or office experience required
- Strong numerical aptitude and comfortable working with financial figures, percentages, and account values
- Excellent communication skills with a friendly and professional approach to client service
- Strong computer and organizational skills with excellent attention to detail
- Ability to learn new systems and procedures quickly
Ability to work independently and follow tasks through to completion
Quick learning is essential. Associate degree preferred.
Pay: $20.00 - $23.00 per hour
Expected hours: 20.0 – 30.0 per week
Benefits:
- Health insurance
- Paid time off
Work Location: In person
Salary : $20 - $23