Customer Service - Financial Service Advisor

Salary:
Up to $26.50 per hour to start plus bonuses (10k to 70k), 100% Company-Paid Health Insurance, 401(k) with Match and PTO

Location:
West Suburbs of Chicago - Oakbrook Terrace, IL

Position Type:
Full-time | Direct-hire

Job Description:

Office / Customer Service / Data Entry
Customer Service - Financial Service Advisor

Up to $26.50 per hour to start plus bonuses (10k to 70k), 100% Company-Paid Health Insurance, 401(k) with Match and PTO

As Financial Service Advisor, you will:

- Receive complete training
- Learn to support a team of Senior Financial Advisors
- Communicate with clients by phone and email
- Answer questions and address inquiries
- Learn to explain investment processes and retirement plans
- Learn to explain various investment strategies to customers
- Build relationships and trust
- Learn to perform document review, document control, document preparation and document processing activities
- Make updates to customer account information in the database
- Assist with special projects
- Perform other duties as assigned

An ideal candidate profile will include:

- At least 1 year of Customer Service, Customer Support or Call Center experience
- Related experience from the banking, financial services industry or similar

With:

- Proficiency with Microsoft Word and Excel
- Accurate Data Entry skills
- A High School Diploma or Equivalent

West Suburbs of Chicago - Oakbrook Terrace, IL

JobGiraffe's client is a successful financial planning and investment management firm.

Enhanced health safety policies, procedures and measures are in place.

Please submit your resume by using the Apply Now feature.

All resumes submitted will be reviewed based on the candidate profile listed above.

Initial screenings can be done by phone, FaceTime or Skype from 7AM to 7PM Mondays through Saturdays.

JG ID #22-1565 - Oakbrook Terrace, IL 60181

Relevant Skills, Experience, Industries:
Customer Service Skills Finance-Financial Services Customer Service Skills, Financial, Banking, Insurance, Real Estate, Investment, Related Services

Back Apply