Client Services Representative

6AM City, LLC; Virginia (MN); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Full-Time

Salary position

401k plan

Discretionary bonus

Job summary

6AM City, LLC is seeking a Client Services Representative to support financial advisers and a small office (1–5 people). You will be the vital link between clients, advisers, and business associates, delivering elite service with accuracy and confidentiality.

Ideal candidates will be detail-oriented, self-motivated, and capable of autonomous work, handling calls, scheduling, data entry, and document handling while upholding CORE values.

Qualifications

• Excellent verbal and written communication required.
• Interpersonal skills and relationship-building are essential.
• Ability to stay organized and manage multiple tasks.

Responsibilities

• Answer incoming calls and greet clients.
• Schedule appointments and confirm those appointments.
• Organize files and perform data entry tasks.
• Handle fax and email communications.
• Conduct basic research and prepare/process appointments.
• Maintain client confidentiality at all times.

Skills

Communication skills

People skills

Urgency

Organization

Strategic thinking

Assertiveness

MS Office proficiency

Education

Associate degree in business administration

Tools

MS Office

Job description

Job Description

Seeking a high quality, self motivated, standout candidate who embodies and upholds our CORE values. Do you lead with honor, have integrity and the ability to build strong lasting relationships with our clients with the ability to balance work and life?

Candidate must provide invaluable support to our financial adviser(s) and their client base, overseeing a 1-5 person office. We require someone with boundless energy, a determined mindset, and the ability to work autonomously. Serving as the vital link between our clients, advisers, and business associates, you'll leverage your exceptional communication and listening skills to ensure elite client service daily.

Success in this role hinges on your capacity to stay abreast of products, resources, company policies, and procedures, all while being an adept communicator. Ideal candidates are detail-oriented, self-motivated, and possess outstanding interpersonal skills for fostering enduring relationships.

Responsibilities and Duties

As a Client Services Representative, your duties encompass but are not restricted to: handling incoming calls, welcoming clients, managing appointment scheduling and confirmations, organizing files, conducting data entry tasks, handling fax and email communications, conducting research, and preparing and processing appointments—all while prioritizing and upholding client confidentiality at all times.

Requirements

• Associate degree in business administration preferred
• 1+ years of client service experience, preferably in related field
• Successful completion of provided training
• Proficient computer skills with MS office suites
• Outstanding communication skills; both verbal and written
• Strong people skills
• High sense of urgency
• Organization skills
• Strategic thinker
• Assertive drive

Benefits

• Full-Time
• Salary position
• 401k plan with 4% contribution from employer
• Discretionary bonus based on individual and team performance