Client Service Representative Job at Cottingham & Butler (Dubuque)

Client Services Representative

The traditional financial industry was not built to put the interests of clients...

Location

United States , Palo Alto

Salary:

60000.00 - 80000.00 USD / Year

Wealthfront

Expiration Date

Until further notice

Requirements

Bachelor’s degree
1+ years of experience in retail banking, wealth management, asset management, and/or fintech
Experience in a client facing role is preferred
Strong communication skills
able to explain complicated concepts to clients as well as team members
Able to partner with multiple stakeholders, including other teams and senior executives
Comfortable with being independent and learning new concepts quickly
Excited about our mission statement
Passion for delighting clients
Series 7 and 66 preferred (or must be obtained within 3 months of joining)

Job Responsibility

Provide exceptional customer service through email and phone communication
Help our clients use our product better through online tools and resources
Work with our operations teams to resolve client issues
Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
Assess client information and approve fund transfers
Assist clients in understanding asset allocation and explain investment risk profiles
Assist clients in understanding and analyzing the performance of their investments, and the potential impacts of client risk decisions

What we offer

medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, equity, discretionary bonus

Fulltime

Client Services Representative

The main focus of this role will be handling customer orders and inquiries, ensu...

Location

United States , Collierville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in a similar role as a Client Services Representative
Proficiency in using Accounting Software Systems
Familiarity with ADP - Financial Services is necessary
Ability to navigate and effectively use Computer Programs
Experience with CRM systems is required
Comfortable in using EHR SYSTEM
Knowledge of About Time software would be advantageous
Capable of Answering Inbound Calls in a detail oriented manner
Understands Benefit Functions and can carry them out efficiently
Ability to perform Billing Functions

Job Responsibility

Efficiently enter all customer orders and maintain high service standards for both internal and external customers
Actively monitor various communication channels to respond to customer inquiries promptly
Update important timelines such as ETA, ATA, schedules and confirmations of arrivals and empty return as directed by the supervisor
Regularly update company-related software to ensure accurate information is available for executing delivery and pickup
Uphold the company's core values and conduct all business operations in a highly ethical manner
Maintain accurate customer credit records and process customer credit applications with precision
Use various software systems, including SixWheel, ADP, and other related software, for basic updates to meet required service levels
Build and maintain solid relationships with vendors and customers, ensuring their needs are met in a timely manner
Communicate intercompany charges and inform supervisor of any vendor or customer disputes
Follow established efficiencies to increase capacity and deliver the highest quality of customer service as per our Service Level Agreements

What we offer

medical
vision
dental
life and disability insurance
eligibility to enroll in company 401(k) plan

Fulltime

Client Services Representative

The selected candidate will be based in Collierville, Tennessee, 38017, United S...

Location

United States , Collierville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in a similar role as a Client Services Representative
Proficiency in using Accounting Software Systems
Familiarity with ADP - Financial Services is necessary
Ability to navigate and effectively use Computer Programs
Experience with CRM systems is required
Comfortable in using EHR SYSTEM
Knowledge of About Time software would be advantageous
Capable of Answering Inbound Calls in a detail oriented manner
Understands Benefit Functions and can carry them out efficiently
Ability to perform Billing Functions

Job Responsibility

Efficiently enter all customer orders and maintain high service standards for both internal and external customers
Actively monitor various communication channels to respond to customer inquiries promptly
Update important timelines such as ETA, ATA, schedules and confirmations of arrivals and empty return as directed by the supervisor
Regularly update company-related software to ensure accurate information is available for executing delivery and pickup
Uphold the company's core values and conduct all business operations in a highly ethical manner
Maintain accurate customer credit records and process customer credit applications with precision
Use various software systems, including SixWheel, ADP, and other related software, for basic updates to meet required service levels
Build and maintain solid relationships with vendors and customers, ensuring their needs are met in a timely manner
Communicate intercompany charges and inform supervisor of any vendor or customer disputes
Follow established efficiencies to increase capacity and deliver the highest quality of customer service as per our Service Level Agreements

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime