Financial Customer Service Representative

POSITION SUMMARY

Strategies for Wealth Management is seeking a skilled and organized Customer Service Representative to join our esteemed wealth management firm. In this crucial role, you will provide comprehensive customer support to our clients and ensure the smooth operation of daily activities. Your attention to detail, effective communication, and strong organizational skills will contribute to the overall success of our firm.

ABOUT STRATEGIES FOR WEALTH MANAGEMENT

Our mission is to develop and implement a strategy for our clients to achieve their financial goals by investing and preserving wealth. We have a staff of dedicated team players who work well together and are willing to do whatever it takes to reach our goals and vision.

OBJECTIVES

• Assist in managing client relationships by scheduling appointments, preparing client documents and coordinating client communications.
• Maintain the office environment by handling incoming calls, managing emails, and overseeing office supplies and equipment.
• Coordinate and manage appointments, meetings and events for financial advisors, ensuring schedules are optimized.
• Communicate with clients regarding administrative matters, appointment reminders, and required documentation.

COMPETENCIES

• Proficiency in MS Office Suite (Word, Excel, PowerPoint) is highly preferred.
• Excellent organizational and time management skills is a must.
• Strong attention to detail and accuracy.
• Exceptional communication skills, both written and verbal.
• Ability to handle multiple tasks and prioritize effectively.
• Familiarity with CRM systems is preferred.
• Experience utilizing Zoom is a must.
• Experience with scheduling one-on-one appointments with clients is highly preferred.

EDUCATION AND EXPERIENCE

• GED or High School diploma preferred
• Prior customer facing experience is preferred

PHYSICAL REQUIREMENTS

• Must have a valid driver’s license and a reliable vehicle
• Comfortable with sitting for long periods

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Strategies for Wealth Management recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• Paid time off

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Experience:

• Customer Service: 1 year (Preferred)

Work Location: In person