Client Services & Investments Advisor (El Paso)

Meridian Summit Partners; El Paso (TX); On-site; USD 32,000 - 45,000; Full time

Job summary

Meridian Summit Partners in El Paso, TX is seeking a Customer Service Representative to handle customer inquiries, provide investment information, and assist with administrative tasks to ensure positive client experiences.

You will manage customer interactions, document details in a CRM, and collaborate with team members to address inquiries and resolve issues. A degree in business or related field is preferred, and strong communication skills are essential in this fast-paced office environment.

Qualifications

• Experience in customer service or related field.
• Degree in business or related field preferred.
• Strong communication skills and attention to detail.
• Proficient with CRM, email tools, and basic accounting software.

Responsibilities

• Handle customer inquiries via phone, email, and in-person visits.
• Document customer interactions and complaints in a CRM system.
• Assist with administrative tasks and data entry; prepare reports for management.
• Maintain customer records and provide timely updates on investments.

Skills

Strong communication

Customer-focused mindset

Experience in customer service

Basic admin tasks

Education

Business degree or related field

Tools

CRM software

Email management

Accounting software

Job description

Meridian Summit Partners in El Paso, TX is seeking a Customer Service Representative to handle customer inquiries, provide investment information, and assist with administrative tasks to ensure positive client experiences.

You will manage customer interactions, document details in a CRM, and collaborate with team members to address inquiries and resolve issues. A degree in business or related field is preferred, and strong communication skills are essential in this fast-paced office environment.