Client Services Specialist - Finance & Planning

Northwind Summit Partners; Nashville (TN); Vor Ort; USD 45.000 - 63.000; Vollzeit

Benefits dieser Stelle

Health insurance

Retirement plan

Tuition reimbursement

Mentorship programs

Continuing education

Zusammenfassung

Northwind Summit Partners in Nashville, TN seeks a Customer Service Representative for a full-time role to manage client interactions and support their financial needs with professionalism. You will handle inquiries, resolve issues, and assist in processing client requests while maintaining accurate records.

The role requires excellent communication, attention to detail, and the ability to work in a fast-paced environment.

Qualifikationen

• Bachelor's degree or equivalent experience.
• Minimum of 2 years of experience in customer service or a related field.
• Strong communication and interpersonal skills.
• Excellent problem-solving and analytical skills.
• Proficiency in financial software and tools.
• Ability to work independently and as part of a team.
• Valid driver's license and reliable transportation.

Aufgaben

• Answer client inquiries and resolve issues promptly and accurately.
• Process client transactions and maintain accurate records.
• Assist in the development and implementation of client financial plans.
• Stay informed about financial products and services to provide expert advice.
• Collaborate with the team to ensure high-quality service delivery.
• Provide exceptional customer service, both in person and over the phone.
• Maintain confidentiality and adhere to all relevant regulations.

Kenntnisse

Customer service

Communication

Problem-solving

Analytical skills

Financial software

Teamwork

Attention to detail

Ausbildung

Bachelor's degree or equivalent experience

Tools

Financial software

Jobbeschreibung

Northwind Summit Partners in Nashville, TN seeks a Customer Service Representative for a full-time role to manage client interactions and support their financial needs with professionalism. You will handle inquiries, resolve issues, and assist in processing client requests while maintaining accurate records.

The role requires excellent communication, attention to detail, and the ability to work in a fast-paced environment.