Client Service Representative

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!

Our fast-paced financial firm, W.A. Smith Financial, in Sarasota, FL is seeking to add a Client Service Representative to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. We envision a world where financial planning is not just about numbers, but about empowering individuals to live their best lives with confidence and security.

Role Description

Role Title: Client Service Representative
Summary: Deliver exceptional customer service, ensuring accurate and timely solutions for client inquiries and needs.
Mission Alignment: By providing outstanding service, you contribute directly to our mission of helping clients worry less about money and focus more on life.

Minimum Requirements:

Associates Degree preferred
Financial Industry experience required
2+ years working alongside a Financial Advisor in a fast-paced office environment preferred
Experience with MS Office Suite and the ability to learn new software quickly
CRM experience

What You’ll Love to Do:

Accurately perform daily service tasks with timeliness
Provide exceptional customer service through various channels
Communicate accurately with both advisors and clients
Maintain detailed communication logs in CRM systems
Engage with clients compassionately and empathetically
Contribute to a positive team culture built on core values
Assist in setting client appointments
Maintain professional communication with clients and staff

Who You'll Work With and the Impact You'll Make:

Join a team of passionate professionals at W.A. Smith Financial Group dedicated to helping clients focus more on life and worry less about their money.
Your mission? Ensuring clients receive accurate and timely solutions to their financial service needs, freeing them from unnecessary worry and stress.

Our Work Ethos and Culture in 3 Sentences:

We operate with relentless dedication, delivering exceptional service and support to our clients.
Our culture thrives on authenticity, simplicity, and a commitment to continuous improvement.
Every interaction is infused with warmth, kindness, and a genuine desire to make a positive difference in our clients' lives.

Challenge:

If the thought of providing exceptional service and making a meaningful impact on clients' lives doesn't make you say "HELL YEAH!", this isn't the role for you.

High Achiever Attributes:

Hungry: Ambitious and driven to excel in client service.
Humble: Approaches interactions with humility and respect.
Smart: Exhibits emotional intelligence and adaptability.
Accountable: Holds oneself responsible for delivering results.
Passionate: Displays enthusiasm and commitment to the mission.
Effective Communicator: Clearly conveys information and listens actively.
Problem Solver: Finds solutions and navigates challenges effectively.
Team Player: Collaborates effectively with colleagues and advisors.
Organized: Maintains meticulous records and manages tasks efficiently.
Empathetic: Demonstrates compassion and understanding towards clients' needs.

Hours:

Monday – Friday 8:30am – 4:30pm

Salary:

$45,000 - $55,000/year BOE

Benefits:

90% premiums paid for Health insurance – Dental, Vision, Life Insurance, Disability
401(K) matching
Generous PTO

Presented by Advisor Employee Services Thank you for your interest in the Client Service Representative role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

W.A. Smith Financial Group

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