What are the responsibilities and job description for the Financial Client Service Representative Needed! position at Ultimate Staffing Services?
Client Service Representative
Our Client is a leading financial services provider dedicated to delivering exceptional service and tailored solutions to our clients. We pride ourselves on our commitment to integrity, innovation, and client satisfaction.
Position Overview:
They are seeking a motivated and detail-oriented Client Service Representative to join their dynamic team. In this role, you will be the first point of contact for clients, providing top-notch support and guidance on a range of financial products and services. Your primary goal will be to enhance client satisfaction while building strong, lasting relationships.
Key Responsibilities:
* Serve as the primary point of contact for client inquiries via phone, email, and in-person, addressing questions about accounts, products, and services.
* Provide accurate and timely information to clients regarding financial transactions, account statuses, and policy details.
* Assist clients in resolving issues, ensuring a positive and seamless experience.
* Collaborate with internal teams to ensure client needs are met effectively and efficiently.
* Maintain up-to-date knowledge of our financial products and services to provide informed recommendations to clients.
* Assist with onboarding new clients, ensuring a smooth transition and understanding of our services.
Qualifications:
* Bachelor's degree in finance, business, or a related field preferred.
* 1-2 years of experience in customer service or client support, preferably in a financial services environment.
* Strong communication skills, both written and verbal, with the ability to convey complex information clearly.
* Excellent problem-solving skills and attention to detail.
* Proficient in Microsoft Office Suite and experience with CRM software.
* Ability to work independently and as part of a team in a fast-paced environment.
* Strong organizational skills and the ability to manage multiple tasks simultaneously.
If you are passionate about providing exceptional client service and want to make a meaningful impact in the financial industry, we invite you to apply!
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Our Client is a leading financial services provider dedicated to delivering exceptional service and tailored solutions to our clients. We pride ourselves on our commitment to integrity, innovation, and client satisfaction.
Position Overview:
They are seeking a motivated and detail-oriented Client Service Representative to join their dynamic team. In this role, you will be the first point of contact for clients, providing top-notch support and guidance on a range of financial products and services. Your primary goal will be to enhance client satisfaction while building strong, lasting relationships.
Key Responsibilities:
* Serve as the primary point of contact for client inquiries via phone, email, and in-person, addressing questions about accounts, products, and services.
* Provide accurate and timely information to clients regarding financial transactions, account statuses, and policy details.
* Assist clients in resolving issues, ensuring a positive and seamless experience.
* Collaborate with internal teams to ensure client needs are met effectively and efficiently.
* Maintain up-to-date knowledge of our financial products and services to provide informed recommendations to clients.
* Assist with onboarding new clients, ensuring a smooth transition and understanding of our services.
Qualifications:
* Bachelor's degree in finance, business, or a related field preferred.
* 1-2 years of experience in customer service or client support, preferably in a financial services environment.
* Strong communication skills, both written and verbal, with the ability to convey complex information clearly.
* Excellent problem-solving skills and attention to detail.
* Proficient in Microsoft Office Suite and experience with CRM software.
* Ability to work independently and as part of a team in a fast-paced environment.
* Strong organizational skills and the ability to manage multiple tasks simultaneously.
If you are passionate about providing exceptional client service and want to make a meaningful impact in the financial industry, we invite you to apply!
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Location/Region: Timonium, Maryland
Client Service Representative
ameriprise financial -
De Pere, WI
Client Service Representative-Marine
IMA Financial Group, Inc. -
Petersburg, FL
Client Service Representative
Milestone Financial Planning, LLC -
Bedford, NH
