3 Jobs in New Britain, PA
Capital Insurance & Investment Planning, Inc. is Hiring a Client Services Representative Near New Britain, PA
Capital Insurance and Investment Planning, Inc., a well-established and expanding independent financial services firm in New Britain, is seeking a Client Relationship Manager. This role supports the Financial Advisory team in delivering exceptional client service and relationship management.
Our firm specializes in comprehensive investment management with a strong focus on financial planning. We pride ourselves on maintaining a collegial culture that encourages continuous learning and growth.
Key Responsibilities:
- Collaborate with Lead Advisors to deliver outstanding client support.
- Contribute to the firm's success by developing, managing, and maintaining strong client relationships.
- Participate in client-facing interactions and handle client service tasks.
- Thrive in a team-oriented, forward-thinking, and planning-driven environment with a solid track record of growth, supported by a dedicated client service team and professional management.
- Competitive compensation package with benefits.
Qualifications:
- Over one year of experience in Financial Services, particularly with client interaction.
- A strong desire to continuously improve and grow within a collaborative, team-based setting.
- A Bachelor's degree is preferred.
Job Summary
Full Time
Business Services
$64k-83k (estimate)
06/01/2024
06/29/2024
capitalinsureinvest.com
NEW BRITAIN, PA
25 - 50
1977
Private
JOHN E STANOJEV
<$5M
Business Services
Related Companies
The job skills required for Client Services Representative include Client Service, Planning, Financial Services, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services 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 Services Representative. 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 positions, which can be used as a reference in future career path planning. As a Client Services Representative, 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. You can explore the career advancement for a Client Services Representative 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.
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Planning and making a schedule for the monthly meetings with the clients.
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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 Services Representative jobs
A Client Services Representative needs to be familiar with every part of a site.
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Review the job description for a Client Services Representative.
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The CSR works is to set expectations for both the client and the specialist so that realistic goals are set and achieved.
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The representative may be seated at a desk or workstation, or they may be on the phone with clients.
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Step 3: View the best colleges and universities for Client Services Representative.
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