Customer Service Specialist

Client Service Specialist - Your Gateway to a Rewarding Career in Financial ServicesAre you passionate about delivering exceptional client experiences? Do you thrive in a dynamic environment where your contributions directly impact clients' financial well-being? If so, this opportunity is tailored for you.Your Role:Engage with Clients: Serve as the primary point of contact, addressing inquiries and ensuring satisfaction.Manage Documentation: Prepare and process client paperwork with meticulous attention to detail."‹Coordinate with Partners: Collaborate with financial intermediaries to facilitate seamless client experiences."‹Maintain Records: Ensure accurate and up-to-date client information within our CRM system."‹Support Advisors: Assist financial advisors in delivering top-tier service to our clientele."‹What You Bring:Experience: 3-5 years in client service within the financial services industry.Technical Skills: Proficiency in Microsoft Office Suite; experience with CRM systems is a plus."‹Communication: Exceptional verbal and written skills to build and maintain strong client relationships."‹Organization: Detail-oriented with strong time-management capabilities."‹Team Player: Ability to work collaboratively in a team-oriented environment."‹About ASC Financial Group:ASC Financial Group is dedicated to helping individuals nearing or in retirement build personalized strategies to protect their assets and create sustainable income streams. Our client-first philosophy and comprehensive financial solutions have positioned us as a rapidly growing retirement planning and wealth management leader. We empower our team members to build rewarding and purposeful careers while safeguarding our clients' financial futures."‹Why Join Us:Growth Opportunities: Be part of a rapidly expanding firm with avenues for career advancement."‹Competitive Compensation: Enjoy a salary commensurate with your experience."‹Comprehensive Benefits: Access health insurance, retirement plans, paid time off, and professional development opportunities."‹Take the Next Step:If you're ready to make a meaningful impact in clients' lives and advance your career in financial services, we invite you to apply. Don't miss this chance to join a team where your skills are valued, and your growth is supported.Apply today and embark on a journey of professional fulfillment with ASC Financial Group.

Created: 2025-03-07