Customer Care Representative

PrideStaff; Scottsdale (AZ); On-site; USD 45,000 - 65,000; Full time

Job summary

PrideStaff is seeking a Customer Care Representative in Scottsdale, AZ, to manage financial portfolios and assist clients through significant life transitions. The ideal candidate has over 3 years of experience in financial services, holds a life & health insurance license, and possesses excellent organizational skills. Responsibilities include client interactions, family legacy meetings, and providing a personalized experience for new clients. A CFP or RICP designation is preferred, and knowledge of the Scottsdale/Phoenix retiree community is advantageous.

Qualifications

• 3+ years of recent experience in financial services in a fiduciary or RIA environment.
• Current life & health insurance license required.
• CFP or RICP designations are highly preferred.

Responsibilities

• Manage clients' financial portfolios and guide them through decisions.
• Conduct family legacy meetings to help communicate financial wishes.
• Provide concierge service for new clients during the transition process.

Skills

Attention to Detail

Organizational Skills

Customer Service

Financial Services Knowledge

Education

High School Diploma or Equivalent

Tools

SalesForce

eMoney

MoneyGuidePro

Google Suite

Job description

Customer Care Representative Job Description

PrideStaff Financial is working with a local financial planning business that is looking for a Customer Care Representative to join their team. The Customer Care Representative will manage clients financial portfolios and assets and guide them through their golden years. The ideal Customer Care Representative has multiple years of experience dealing with financial services, holds a Series 65 or 66 license, and enjoys supporting clients through complex financial decisions in their lives. The Customer Care Representative position is a full time, temp to hire position in Scottsdale, AZ.

Customer Care Representative Duties & Responsibilities

• Represent The Company by Being The First Point of Contact For The Clients Across Multiple Generations
• Perform Daily Customer Contacts Through Calendar Organization For Account Updates, Birthdays, & Anniversaries
• Perform Concierge Service to New Clients as You Guide Them Through The Transition & Paperwork Process For a Stress-Free Personalized Experience
• Conduct & Facilitate Family Legacy Meetings to Help Clients Communicate Their Financial Wishes to Their Adult Children & Heirs
• Host & Facilitate Workshops & Client Appreciation Events Designed to Empower Retirees With Knowledge & Community
• Act as a Calm & Empathetic Resource For Client Navigating Difficult Lift Events Such as The Loss of a Spouse or a Health Crisis; Ensure Their Financial Plan Adopts to Their New Reality
• Break Down Hard to Understand Vocabulary For Clients Ensuring Each Party Has a Full Understanding of Information Presented

Customer Care Representative Requirements & Qualifications

• High School Diploma or Equivalent Required
• 3+ Years of Recent Financial Services Focused With a Fiduciary or RIA Environment
• Has a Current Life & Health Insurance License Required
• CFP or RICP Designations Are Highly Preferred
• Solid Experience With CRM (SalesForce, Wealthbox/Redtail) Software Including Google Suite, Electronic Phone Systems, Zoom & or GoogleSuite, (eMoney/MoneyGuidePro) & Portfolio Management Tools
• Superb Attention to Detail & Organizational Skills Required
• Excellent Understanding of Financial Services & Portfolio Opportunities
• Familiar With Scottsdale/Phoenix “Snowbirds” Retiree Community

PrideStaff Hiring Requirements

• Must be 18+ Years Old
• Must be Willing to Submit to a Pre-Employment Background Check
• Must be Willing to Submit to a Drug Screen
• Must be Able to Provide Proof of Eligibility to Work in The U.S.