Investment Client Service Representative Job at Canterbury Capital Wealth Management
Canterbury Capital Wealth Management Tuscaloosa, AL 35401
$32,000 - $60,000 a year
Job Overview
Well established Wealth Management business seeks a Client Service Representative to work closely with existing clients. The Client Service Representative delivers a superior client experience by identifying, troubleshooting, and assisting the client’s needs.
Responsibilities and Duties
- Follows the guidelines set forth in the Canterbury Capital Philosophy.
- Provides inbound and outbound call servicing and operational support to individual investors and institutional clients.
- Assists clients with financial transactions.
- Researches client inquiries including questions regarding required filings, asset holdings, forms completion and general online assistance.
- Trains clients on the online portal.
- Provides timely follow-up on client concerns, issues, and transaction progress.
- Answers client questions regarding services and fees.
- Documents appropriate record of calls in the crm system.
- Follows all department procedures to ensure a superior client experience.
- Manages incoming and outgoing communications, includingphones, faxes, and emails.
- Monitors and escalates service issues to ensure high quality response to clients.
Compensation & Company Benefits
- Base salary commensurate with experience, plus incentive bonus plan
- Retirement plan with matching employer contribution
- Employer sponsored health, vision, and dental insurance
- Paid vacation and sick leave based on years of service, and federal stock market holidays
- Opportunity for career advancement
Job Type: Full-time
Pay: $32,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Vision insurance
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Work Location: Hybrid remote in Tuscaloosa, AL 35401
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