Remote Client Services & Financial Support Specialist

Everence Services,; North Newton (KS); In loco; USD 35.000 - 50.000; Tempo pieno

Descrizione del lavoro

Everence Services in North Newton, KS is seeking a Client Services Representative to support sales and provide technical and clerical support for financial consultants. You will deliver excellent customer service to policyholders, members, prospects and staff.

Responsibilities include mastering the CRM to manage client data, handling forms and applications, preparing investment reviews, maintaining compliance knowledge, scheduling meetings, and handling inquiries.

Competenze

• Two years of college or specialized training.
• Experience in financial services or the insurance industry preferred.
• Proficiency in Microsoft Office software.

Mansioni

• Support the sales efforts of the Everence office(s) and provide clerical support for financial consultants.
• Manage client data in CRM and maintain client files and documentation.
• Answer phones, schedule appointments, and handle inquiries and correspondence.
• Prepare investment reviews and process applications and service requests.
• Maintain forms, materials, and compliance records and assist with mailing projects.

Conoscenze

Customer service

Phone skills

Organization

Attention to detail

Diplomacy

Formazione

Two years of college or specialized training

Strumenti

Microsoft Office

CRM software

Descrizione del lavoro

Everence Services in North Newton, KS is seeking a Client Services Representative to support sales and provide technical and clerical support for financial consultants. You will deliver excellent customer service to policyholders, members, prospects and staff.

Responsibilities include mastering the CRM to manage client data, handling forms and applications, preparing investment reviews, maintaining compliance knowledge, scheduling meetings, and handling inquiries.