Client Service Representative- Financial Firm

Client Service Representative Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily?

If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our fast-paced financial firm, W.

A. Smith Financial , in Sarasota, FL is seeking to add a Client Service Representative to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

We envision a world where financial planning is not just about numbers, but about empowering individuals to live their best lives with confidence and security. Role Description

• Role Title : Client Service Representative
• Summary : Deliver exceptional customer service, ensuring accurate and timely solutions for client inquiries and needs.
• Mission Alignment : By providing outstanding service, you contribute directly to our mission of helping clients worry less about money and focus more on life.

Minimum Requirements :

• Associates Degree preferred
• Financial Industry experience required
• 2+ years working alongside a Financial Advisor in a fast-paced office environment preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• CRM experience

What You’ll Love to Do :

• Accurately perform daily service tasks with timeliness
• Provide exceptional customer service through various channels
• Communicate accurately with both advisors and clients
• Maintain detailed communication logs in CRM systems
• Engage with clients compassionately and empathetically
• Contribute to a positive team culture built on core values
• Assist in setting client appointments
• Maintain professional communication with clients and staff

Who You'll Work With and the Impact You'll Make :

• Join a team of passionate professionals at W.A. Smith Financial Group dedicated to helping clients focus more on life and worry less about their money.
• Your mission? Ensuring clients receive accurate and timely solutions to their financial service needs, freeing them from unnecessary worry and stress.

Our Work Ethos and Culture in 3 Sentences :

• We operate with relentless dedication, delivering exceptional service and support to our clients.
• Our culture thrives on authenticity, simplicity, and a commitment to continuous improvement.
• Every interaction is infused with warmth, kindness, and a genuine desire to make a positive difference in our clients' lives.

Challenge :

If the thought of providing exceptional service and making a meaningful impact on clients' lives doesn't make you say "HELL YEAH!", this isn't the role for you.

High Achiever Attributes :

• Hungry : Ambitious and driven to excel in client service.
• Humble : Approaches interactions with humility and respect.
• Smart : Exhibits emotional intelligence and adaptability.
• Accountable : Holds oneself responsible for delivering results.
• Passionate : Displays enthusiasm and commitment to the mission.
• Effective Communicator : Clearly conveys information and listens actively.
• Problem Solver : Finds solutions and navigates challenges effectively.
• Team Player : Collaborates effectively with colleagues and advisors.
• Organized : Maintains meticulous records and manages tasks efficiently.
• Empathetic : Demonstrates compassion and understanding towards clients' needs.

Hours :

Monday Friday 8 : 30am 4 : 30pm

Salary :

$45,000 - $55,000 / year BOE

Benefits :

• 90% premiums paid for Health insurance Dental, Vision, Life Insurance, Disability
• 401(k) matching
• Generous PTO
30+ days ago