Client Services Representative

CAN YOU HELP ME KEEP EVERYTHING ORGANIZED?

Work-life balance - We are a small company, and work-life balance is important to me. You will have a great deal of flexibility in your work here. This includes possibly working from home and coming into the office one to two times a week. What I care about are the projects getting done on time, being responsive to phone and email requests, and the work being done accurately.

Are you the kind of ultra-organized person who loves to tick things off a list? Are you good at keeping others organized? Are you completely reliable and great at paperwork? Can you get clients to warm up to you?

We have been in business for 15+ years. Our main office is located in the bay area, but one of the owners lives in Pennsylvania. We work with people who appreciate the value of what we do and who are not just looking for a quick fix. The bottom line, we help people make a difference and achieve their ideal life and financial future.

As a business, we have set up systems and procedures to make our office run smoothly and efficiently so clients get exactly the same service we want them to have. But don’t think that means we are a cold machine – far from it. We are on a continuous improvement quest!

Clients expect outstanding service and attention to detail when it comes to their financial life plans. That means we need someone to help us achieve this and ensure all the systems work properly. Part of your responsibilities will be to double-check our systems and update those that need it. You may also need to be able to create effective new systems to accommodate other current clients.

The ideal candidate will need to keep all records up to date and in perfect order so that our whole system works without a glitch.

$25 - $28 hourly

• Refer to customer scripts when working through difficult situations and refer to a supervisor, if necessary
• Keep track of customer accounts and make updates with new account information as necessary
• Reply to incoming calls from customers including products and service questions, general information, and complaints
• Provide thorough follow-ups to customer interactions, ensuring customer satisfaction
• Keep customer satisfaction levels high by providing accurate information, resolving issues, and mitigating complaints

• Previous work in a customer-facing position
• Excellent active listening, interpersonal, and communication skills
• High school diploma, G.E.D. or equivalent

We are a small boutique firm of CERTIFIED FINANCIAL PLANNER™ professionals that put "people first" when working with clients. Our talented staff works hard to offer the best financial advice and wealth management solutions tailored to clients' values and goals.