Customer Service Representative supporting Employee Benefits consultants and clients over phone and email. Initial office - based role transitioning to hybrid after training and probation.
About the role
- Client Service Specialist providing fast and reliable support to financial advisors at Triad Wealth. Managing onboarding, reporting, and client inquiries while enhancing client experience.
Responsibilities
- Support the onboarding process by researching questions and assisting with document sending
- Build and maintain standard and customized reporting for Triad Wealth’s clients
- Process client-directed activity on new and existing accounts
- Respond to inquiries from Triad Wealth’s clients with thoroughness and thoughtfulness
- Collaborate with internal teams and external vendors to deliver reliable answers to client requests
- Assist with training the support staff of Triad Wealth’s new clients
- Identify and present opportunities to streamline processes and increase efficiency
Requirements
- Bachelor’s degree plus 3-5+ years of experience in the financial services industry
- Preferred experience working with a Turnkey Asset Management Program or Registered Investment Advisor
- Experience working with or as a client service associate or advisor support staff in the financial services industry
- Strong service mindset and desire to help others
- Strong oral and written communication skills
- Strong organizational, analytical, problem-solving, and time management skills
- Salesforce and Orion experience a plus
Benefits
- Fast and reliable support to financial advisors
- Opportunity to move up quickly into a Relationship Management role
- Delivering an 11-star experience for clients
- Collaborate on projects that directly contribute to the success of clients and the company
- Cultivate an environment to pause, recharge, and pursue joy outside of work
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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