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AG Financial
Springfield, MO | Full Time
$41k-54k (estimate)
0 Months Ago
Parmele Law Firm, P.C.
Springfield, MO | Full Time
$37k-47k (estimate)
11 Months Ago
H&R Block
Springfield, MO | Full Time
$80k-99k (estimate)
1 Month Ago
Parmele Law Firm, P.C.
Springfield, MO | Full Time
$31k-39k (estimate)
2 Months Ago
Stockmens Bank - Missouri Region
Springfield, MO | Part Time
$29k-35k (estimate)
3 Months Ago
Grant Pet Hospital
Springfield, MO | Full Time | Part Time
$31k-44k (estimate)
0 Months Ago
Grant Pet Hospital
Springfield, MO | Full Time | Part Time
$31k-44k (estimate)
0 Months Ago
Sephora
Sephora
Springfield, MO | Full Time
$34k-43k (estimate)
0 Months Ago
Central Bank
Springfield, MO | Full Time
$65k-83k (estimate)
2 Days Ago
Central Bank
Springfield, MO | Full Time
$65k-83k (estimate)
2 Days Ago
Central Bancompany
Springfield, MO | Full Time
$65k-83k (estimate)
4 Days Ago
Prime Capital Investment Advisors
Springfield, MO | Full Time
$59k-78k (estimate)
5 Days Ago
Prime Capital Investment Advisors
Springfield, MO | Full Time
$59k-78k (estimate)
5 Days Ago
FORVIS
Springfield, MO | Full Time
$79k-102k (estimate)
5 Months Ago
Client Services Representative
AG Financial Springfield, MO
$41k-54k (estimate)
Full Time | Investment Management 0 Months Ago
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AG Financial is Hiring a Client Services Representative Near Springfield, MO

Client Services Representative

Every client deserves to receive the very best customer experience possible. With top-notch people skills, the Client Services Representative is driven to provide accurate, efficient client care in the friendliest way imaginable. The candidate pays attention to detail for AGF retirement and investment clients, is comfortable with multi-tasking, and understands the benefit of continual learning in a team environment.

This position is responsible to and reports directly to the Client Services Manager.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$41k-54k (estimate)

POST DATE

05/27/2023

EXPIRATION DATE

05/21/2024

WEBSITE

agfweb.com

HEADQUARTERS

Salt Lake City, UT

SIZE

<25

INDUSTRY

Investment Management

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The job skills required for Client Services Representative include Client Service, Attention to Detail, 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.

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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.

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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.

02/20/2022: Colorado Springs, CO

The Client Services Representative performs Masterfile maintenance and quality control, facilitates requests supporting audit exams and reviews, ad-hoc regulatory requests and self-testing.

12/29/2021: Roanoke, VA

The Client Services Representative provides various customer service functions that support the patient care units and off-site lab customers.

01/13/2022: Santa Ana, CA

The Client Services Representative reflects the mission, vision, values of NM and adheres to the organization's Code of Ethics and Corporate Compliance Program. Complies with all relevant policies, procedures, guidelines, other regulatory and accreditatio

02/10/2022: Fresno, CA

Planning and making a schedule for the monthly meetings with the clients.

03/01/2022: High Point, NC

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.

01/02/2022: Fargo, ND

Representatives who work for utility and telecommunications companies may help customers with service problems, such as outages.

12/22/2021: Elkhart, IN

Review the job description for a Client Services Representative.

01/01/2022: Carson City, NV

The CSR works is to set expectations for both the client and the specialist so that realistic goals are set and achieved.

12/30/2021: Santa Rosa, CA

The representative may be seated at a desk or workstation, or they may be on the phone with clients.

02/17/2022: Knoxville, TN

Step 3: View the best colleges and universities for Client Services Representative.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College