Financial Services Client Care Specialist

Alliance Summit Group; Indianapolis (IN); On-site; USD 50,000 - 67,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Tuition reimbursement

Job summary

Alliance Summit Group in Indianapolis, IN is hiring a Customer Service Rep to assist clients with their financial needs and provide exceptional service. The role focuses on inquiries, issue resolution, and maintaining client satisfaction in a collaborative office environment.

You will handle account setup, maintenance, and transactions, while staying informed about the latest financial products and services.

Qualifications

• Excellent communication skills and a strong customer service background.
• Experience in the financial services industry is a plus.
• Ability to work well under pressure and meet tight deadlines is essential.

Responsibilities

• Answer client inquiries and provide exceptional customer service
• Assist with account setup, maintenance, and troubleshooting
• Process transactions and resolve any issues that arise
• Stay up-to-date with the latest financial products and services
• Maintain accurate and up-to-date client records
• Contribute to team goals and initiatives

Skills

Customer service

Communication skills

Teamwork

Under pressure

Education

High school diploma

Bachelor's degree preferred

Job description

Alliance Summit Group in Indianapolis, IN is hiring a Customer Service Rep to assist clients with their financial needs and provide exceptional service. The role focuses on inquiries, issue resolution, and maintaining client satisfaction in a collaborative office environment.

You will handle account setup, maintenance, and transactions, while staying informed about the latest financial products and services.