Our Client Care Specialists help clients all day, every day, and they have fun along the way. Money is one of those big worries in life; you help take the worry and complexity away in this position. Because of this, we believe that you will find our Client Care Specialist position to be both meaningful and rewarding.
As a Client Care Specialist, you will get to know our extended family…our clients….and their families. You help implement plans for our clients to educate their children, buy homes and vehicles, and retire! Most of the time, we are helping in the most fun stages of life. But sometimes we touch people by caring and helping through illness or death in their families. We make sure money is the last thing on our families’ minds when going through joy or sorrow. Our Client Care Team is warm and social. They are comfortable dealing with people. They are self-confident and responsible. They are curious, creative, and truthful. But most of all, they are resourceful.
While we can teach the details about investments, financial planning, and money, we can’t teach compassion, kindness, and caring. A person will excel in this position if they love to help . Honor and confidentiality are essential. Learning is a must because strategies and tools change often. Persistence and tenacity on behalf of our clients are welcome. Teamwork is critical. Communicating to simplify is critical. Listening is vital. Problem-solving is required. Computer skills are assumed. Documentation is a must.
Client Care can be a lifelong career or a bridge to other positions.
Responsibilities:
Skills & Proficiencies:
Job Type: Full-time
Pay: From $37,500.00 per year
Benefits:
Compensation Package:
Schedule:
Education:
Experience:
Language:
Work Location: In person
...job scopes (training provided) Closing deals and overseeing projects from start to finish Delivering a white-glove customer experience Working within a competitive, sports-minded sales team focused on winning No roofing experience is required we provide...
...Maxonic maintains a close and long-term relationship with our direct client. In support of their needs, we are looking for a SAP ME Consultant Job Description: Job Title: SAP ME Consultant Job Type: Contract Job Location: Sunnyvale, CA Work Schedule...
...The Spirit of the Position: The Airport Shuttle and Facilities Manager supports the... ...regulations for safe and efficient transportation services. Responsible for direct oversight and... ...revenue, managed expenses, and customer satisfaction is maximized by maintaining...
...continues growing and we're seeking an experienced Interstate Driver (CDL-A) to join our team in Savannah, GA! Essential Duties... ...product in truck to avoid damages. Records salesand/or delivery information daily on a sales or delivery record. Listens to...
...Customer Service Representative Reggio Registers @ Renovation Brands About This Position: As a Customer Service Representative at Reggio Registers, you will play a vital role in ensuring our customers receive outstanding service and...