Financial Services Client Advisor | Exceptional Support

Juniper Prime Partners; Oklahoma City (OK); On-site; USD 50,000 - 74,000; Full time

Benefits offered by this job

Health insurance

401(k) or pension plans

Tuition reimbursement

Job summary

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.

Responsibilities

• 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.

Skills

Communication

Financial knowledge

Customer service

Education

Bachelor's degree in Business Administration or Finance

Tools

Excel

Outlook

Job description

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.