Customer Service Representative

WizeHire, Inc; Riverside (CA); On-site; USD 38,000 - 52,000; Full time

Job summary

Summit Solutions is seeking a Customer Service Representative to support families on their financial planning journey. You'll coordinate appointments, manage communications, and assist with administrative processes, ensuring clients feel informed and valued from the first contact.

You will interact with clients via phone, email, text, virtual meetings, and occasionally in person, with flexible full-time or part-time hours in a growth-oriented financial services environment.

Qualifications

• Must be organized and personable.
• Enjoy helping others.
• Able to communicate across multiple channels (phone, email, text, video).

Responsibilities

• Coordinate appointments with clients.
• Manage client communications across channels.
• Assist with administrative processes to support financial planning.

Skills

Organized

Personable

Communication skills

Job description

Join Summit Solutions as a Customer Service Representative, where your role goes beyond the title. You'll be the heart of our client-focused mission, supporting individuals and families in their journey towards financial empowerment. Working closely with our seasoned Financial Advisor, you'll provide an exceptional client experience from the first interaction onward. Your ability to coordinate appointments, manage communications, and assist with administrative processes will ensure clients feel informed and valued throughout their financial planning journey.

We're looking for someone who is organized, personable, and genuinely enjoys helping others. You'll connect with clients through phone, email, text, virtual meetings, and occasionally in person, all while maintaining a high standard of professionalism and customer service. This role offers flexible full-time or part-time hours, making it an ideal opportunity for those seeking to build a career in financial services within a supportive, growth-oriented environment. At Summit Solutions, you're not just filling a role - you're contributing to a bigger vision of helping people move forward with clarity and confidence.