Client Service Representative - Financial Firm - Waukesha WI
Client Service Representative - Financial Firm - Waukesha WI
Posted on :
05-04-2025
Employer Active
1 Vacancy
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Yearly Salary
$ 50000 - 70000
Vacancy
1 Vacancy
Posted on :
05-04-2025
Job Description
Client Service Representative
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office Our established financial service firm Drake & Associates inWaukesha WIis looking for an experiencedClient Service Representative. This individual will be responsible for a variety of pertinent tasks allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior customer service skills a strong work ethic attention to detail and enjoy working with clients daily. If you are looking for an opportunity to take the initiative to make a difference within the office please apply today!
Our expectations are high the compensation package is generous our culture is a top priority and we take care of our employees and customers. You will have ample support coaching and time to understand and master the various deliverables required.
The ideal candidate is happy where he/she is currently employed but is interested in a more selfdirected work environment and responsibility. We would like to hire someone interested in a career not a job who wants to do the work and be recognized for a job well done. Flexibility and autonomy will require you to be very organized detailoriented and efficient with a commitment to accuracy.
Minimum Requirements:
- 2 years of experience in financial services preferred
- Industry knowledge/experience is strongly preferred
- Experience with Google Suite and/or MS Office and ability to learn new software quickly
- CRM experience preferably with Salesforce
This position requires that you possess the following skills:
- Superior communication skills
- Strong organization skills
- Attention to detail and accuracy
- Consistent followthrough
Responsibilities:
Daily priorities are to process applications assist clients with questions gather required documents and follow the client onboarding through completion.
Daily priorities are to process applications assist clients with questions gather required documents and follow the client onboarding through completion.
Additional daily weekly and/or monthly asks include:
- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues timely
- Input notes into CRM and keep them updated
- Coordinate and follow up on each client transfer
- Maintain professional communication with clients and staff
- Assist in setting client appointments for the Advisor
- Assist with New Business processing
Salary Base
- $50000 $70000 per year Based on Experience
Money for Nothing
Three weeks of paid time off each year
Three weeks of paid time off each year
Retirement
We offer Traditional and Roth 401(k)s with a company contribution of 3 regardless of team member contributions.We can also assist with funding a Traditional IRA or Roth IRA. We know a lot about money its what we do!
Lets Stay Healthy
Blue Cross Blue Shield group health insurance plan with a great provider network
Its the same health insurance that Tony has for himself.
We pay for part of health dental and life insurance.
Paid time off to go to the doctor dentist etc.
Blue Cross Blue Shield group health insurance plan with a great provider network
Its the same health insurance that Tony has for himself.
We pay for part of health dental and life insurance.
Paid time off to go to the doctor dentist etc.
Hungry
Free coffee tea sodas water and hot cocoa all onsite
Free coffee tea sodas water and hot cocoa all onsite
Want To Lend a Hand
We support local charities financially and with paid time off to volunteer
We support local charities financially and with paid time off to volunteer
Use The Force Luke!
Mentorship is part of the deal. We want to help you as a person not just as an employee. Well pay for you to obtain your life insurance license health insurance license and Series 65 securities registration. Well even pay for your Certified Financial Planner designation. Want to get your CPA license Lets do it.
Mentorship is part of the deal. We want to help you as a person not just as an employee. Well pay for you to obtain your life insurance license health insurance license and Series 65 securities registration. Well even pay for your Certified Financial Planner designation. Want to get your CPA license Lets do it.
How Do I Get There
Waukesha location is just off the Guerkes Corner exit on I94. Mequon location is right off I43 on Mequon and Port Washington Rd
Waukesha location is just off the Guerkes Corner exit on I94. Mequon location is right off I43 on Mequon and Port Washington Rd
Lets have fun!
Quarterly team lunches and teambuilding events offsite
Annual Team Holiday Party
Quarterly team lunches and teambuilding events offsite
Annual Team Holiday Party
Paidfor Annual Trips
Company hits our goals lets all travel together!
Company hits our goals lets all travel together!
Presented by Advisor Employee ServicesThank you for your interest in the Client Service Representative role. Advisor Employee Services a consulting firm located in Overland Park 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. We are not a staffing firm but together have built a reputable and continuously expanding business model that 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!
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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