Customer Service Rep

Juniper Prime Partners; Oklahoma City (OK); Sur place; USD 50 000 - 74 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) or pension plans

Tuition reimbursement

Résumé du poste

Juniper Prime Partners in Oklahoma City, OK seeks a Customer Service Rep to provide comprehensive financial solutions to clients. This full-time role involves handling inquiries, processing transactions, and maintaining client records while delivering clear financial guidance.

You will work with the sales and planning teams to tailor advice and ensure client satisfaction. A high school diploma is the minimum, with a Bachelor's degree preferred and proficiency in Excel/Outlook.

Qualifications

• Bachelor's degree in Business Administration, Finance, or related field or equivalent experience.
• Experience in customer service, financial services or related field.
• Strong communication and interpersonal skills; ability to build rapport with clients.

Responsabilités

• Provide exceptional customer service to clients and address inquiries promptly.
• Assist clients with financial products and services and explain options.
• Maintain accurate records of client interactions and account information.
• Collaborate with sales and financial planning teams to offer tailored advice.
• Stay informed about industry trends to enhance the client experience.
• Participate in training and professional development opportunities.
• Adhere to company policies to promote a positive work environment.

Connaissances

Communication

Financial knowledge

Customer service

Formation

Bachelor's degree in Business Administration or Finance

Outils

Excel

Outlook

Description du poste

Juniper Prime Partners, a leading financial advisory firm in Oklahoma City, OK, seeks a Customer Service Rep to provide comprehensive financial solutions to clients. This full-time role offers a salary range of $50,000 - $74,133 and is open until November 22, 2026.

In this role, you will handle client inquiries, process transactions, and provide financial advice. You will also maintain client records and assist in resolving any issues or concerns. Your tasks will involve direct client interaction and require strong communication skills.

You will work in a collaborative and inclusive environment with a team of dedicated professionals. The workplace is located in Oklahoma City, OK, and offers opportunities for professional growth and skill development.

The salary range for this position is between $50,000 and $74,133 per year, providing a competitive starting point and potential for growth. Benefits may include comprehensive health insurance coverage, which often encompasses medical, dental, and vision plans, ensuring the well-being of the employee and their family. Additionally, retirement plans such as a 401(k) or pension scheme may be offered, allowing employees to save and invest for their future. Professional development opportunities, such as tuition reimbursement or training programs, may also be available to help employees enhance their skills and advance their careers. These benefits contribute to a comprehensive compensation package that values and supports the employee's overall well-being and career aspirations.

To excel in this role, you should have a high school diploma or equivalent. Experience in customer service or financial services is preferred. Strong communication and problem-solving skills are essential.

Duties:

• Provide exceptional customer service to clients, addressing their inquiries and concerns promptly and professionally.
• Assist clients with financial products and services, ensuring they have a clear understanding of the options available to them.
• Maintain accurate and up-to-date records of client interactions and account information.
• Collaborate with the sales and financial planning teams to ensure clients receive personalized and tailored financial advice.
• Stay informed about industry trends and developments, applying this knowledge to enhance the client experience.
• Participate in training programs and professional development opportunities to continuously improve your skills and knowledge.
• Adhere to company policies and procedures, promoting a positive and productive work environment.

Requirements:

• Bachelor's degree in Business Administration, Finance, or a related field, or equivalent experience.
• Previous experience in customer service, financial services, or a related field, preferably within a financial advisory firm.
• Strong communication and interpersonal skills, with the ability to build rapport and establish trust with clients.
• Excellent organizational and time-management skills, with the ability to handle multiple tasks and priorities effectively.
• Proficiency in Microsoft Office Suite, particularly Excel and Outlook.
• Knowledge of financial products and services, such as investments, insurance, and retirement planning.
• Ability to work well in a team-oriented environment, collaborating with colleagues to achieve common goals.