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Client Service Representative

Company: SYM Financial Advisors
Location: South Bend
Posted on: October 13, 2019

Job Description:

SYM Financial AdvisorsSYM Financial Advisors is searching for a responsible, energetic and detail-oriented candidate to serve our clients as part of a team. Since 1968, SYM Financial Advisors, a private, employee-owned, independent financial advisory firm, has remained dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals. Rooted in traditional values, SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate for our clients to help them achieve their vision of financial success.
Job SummaryAs a member of the Client Service Team, the Client Service Representative is responsible for preparing client reports and for maintaining contact with clients to provide or obtain updated information, schedule meetings with preferred staff, and troubleshoot problems.
Duties and Responsibilities

  • Communicate with clients, verbally and in writing
  • Deliver superior client service-troubleshoot problems, schedule and organize meetings; serve as liaison between Advisor and client as needed
  • Manage client information-prepare client reports, submit and follow up on necessary paperwork, regularly update CRM
  • Multi-task, organize and complete projects
  • Prepare written correspondence, reports and presentations
    Qualifications
    • Minimum Associate's Degree / Bachelor's degree preferred
    • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as CRM software
    • Must be organized, detail-oriented and able to multitask
    • Client first attitude
    • Good written and verbal communication skills
    • Team player, collaborative, able to work with and through others
    • Desire / ability to work successfully in a small company environment
      Salary and BenefitsPay / benefits are competitive based on industry standards.
      • Pay will be based on experience. Performance reviewed 90 days from date of hire. Thereafter, performance is informally reviewed each calendar quarter and formally reviewed at year end.
      • Incentive compensation
      • Benefits include paid time off, volunteer time off, health care, 401(k), life and long term disability insurance
      • Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities
        Working EnvironmentThis position requires an average of 40 hours per week to perform. Consistent attendance is required. Because of frequent contact with clients, appropriate manner, conduct, and grooming needed. The working environment is smoke-free.

Keywords: SYM Financial Advisors, South Bend , Client Service Representative, Sales , South Bend, Indiana

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