Posted : Wednesday, August 14, 2024 02:05 PM
Responsibilities:
- Provide exceptional customer service by promptly and accurately responding to client inquiries and concerns
- Analyze client needs and recommend appropriate products or services
- Build and maintain strong client relationships through effective communication and problem-solving
- Schedule Client meetings, maintain calendar and CRM.
Qualifications:
- Previous experience in a law firm or financial advisory firm preferred
- Strong communication skills, both written and verbal, with the ability to effectively interact with customers and internal teams
- Knowledge of estate planning, financial services or experience in a related industry is a plus
- Excellent problem-solving skills with the ability to handle challenging situations professionally
- Strong organizational skills with the ability to prioritize tasks and manage time effectively is a must
We offer competitive compensation and benefits packages, including:
- Health insurance
- Retirement plan with 3% match
- Paid time off
If you are a motivated individual with a passion for providing excellent client service, we would love to hear from you.
Apply now to join our team as a Client Service Representative!
Job Type: Full-time
Pay: $20.
00 - $24.
00 per hour
Expected hours: 40 per week
Benefits:
* Paid time off
* Retirement plan
Schedule:
* Monday to Friday
Education:
* Associate (Required)
Experience:
* Client services: 3 years (Required)
Ability to Relocate:
* Bloomfield Hills, MI 48302: Relocate before starting work (Required)
Work Location: In person
• Phone : NA
• Location : 2550 S Telegraph Rd, Bloomfield Hills, MI
• Post ID: 9034497787
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