Part-Time Customer Service Manager

Are you looking for a part-time position during the weekdays? Do you love working with people and keeping a coordinated and organized office? One of our advisors is looking for a part-time Customer Service Manager who will call clients from his book to schedule appointments, follow up with referrals, and answer incoming calls. The right individual will be adept at the Microsoft Office suite, possess strong phone skills, and be familiar with using Zoom for meetings. Paying attention to details and maintaining accuracy while multitasking is critical. Background and knowledge of financial services is a plus but not required.

$22 - $25 hourly

• Calling clients to schedule meetings to review their finances
• Answering incoming client calls
• Maintaining an organized calendar and schedule for a financial advisor
• Following up with clients after meetings and sending requested information
• Setting up in-person and virtual meetings

• Strong communication and phone skills
• Strong attention to detail and accuracy
• Ability to multitask and work flexibly with others
• Professional with the ability to take initiative

Thompson Financial Group is a financial services firm. Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through the most important decisions of their lives. As one of the most respected financial advisory firms in Hunt Valley, our reputation thrives on our high level of customer satisfaction. Built upon the foundation of integrity and family, our company culture fosters personal growth and independence for our advisors, while still maintaining powerful support through mentoring, teaming, and technology. We invest our time and effort into our advisors to help them achieve their professional goals. We have a longstanding history of success in the Greater Baltimore area and are actively expanding into select markets to better serve our clients.