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Client Service Specialist

Humans Being Resources, Inc Greenville Full-Time
$28,000.00 - $34,000.00 / year
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Client Service Specialist
(Financial Services Firm)

 

Our Client’s Independent Financial Firm located in the Greenville, TX area is growing and looking to add a key employee to the Team. They are seeking a Client Service Specialist (CSS) who is ready to help take their thriving business to the next level. They are looking for success-oriented employees who possess great people skills, are team players and are dedicated to the client experience. If you want to join a client-first Advisor Team that has experience in the industry and has created a culture of success, this may be a good fit for you!

 

ROLE DESCRIPTION

 

  • Building strong, personal client relationships with proactive engagement
  • Deliver outstanding service and provide all clients with an exceptional experience 

 

KEY RESPONSIBILITIES:

 

  • Greet clients in person and over the phone
  • Receive checks and security deposits and process new accounts
  • Schedule client consultations and help facilitate client requests
  • Maintain brand standards
  • Assist in meeting client needs
  • Perform Administrative duties related to functions of the CSS position and any needed assistance to the Financial Firm as a whole.
  • Maintain overall office presentability and needed supplies

    *This is a summary only—duties and responsibilities may be revised over time
     

 

COMPENSATION & BENEFITS:

 

·         $28,000 - $34,000 Annually (Based on Experience)

·         Quarterly Bonus/Incentive in addition to Base Salary

·         Health Coverage Contribution

·         401k & Profit Sharing

·         Generous PTO Policy

·         Paid Holidays

·         Great Work/Life Balance

 

 

Presented by Humans Being Resources, Inc.
Thank you for your interest in our client’s Client Service Specialist position in the Greenville, TX area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When being considered for this position you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your resume today!

SKILLS & QUALIFICATIONS:

 

Essential skills & qualifications include:

  • 2 Years of experience as a Client Service Specialist / Customer Service Representative
  • Strong technology skills (Internet, Windows, Etc.)
  • Proficient with Microsoft Office (Excel, Work, Etc.)
  • Experience handling client concerns and issues with tact and diplomacy
  • Ability to manage multiple client situations, needs and inquiries simultaneously
  • Ability to work independently and as part of a team
  • Strong attention to detail
  • Able to develop and maintain good cross-enterprise working relationships
  • Strong phone and interpersonal relationship skills
  • Positive attitude and client-first mindset

Skills required

Sales
Wholesaling
Call Centers
Sales Management
Selling Techniques
Business Development
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Humans Being Resources, Inc. offers Professional Staffing & Recruiting Services that differ from traditional Head-Hunters, Executive Recruiters & Recruiting Agencies by applying a unique combination of Recruiting Strategies. Our dedication to detail and willingness to spend the time required to provide Top Candidates surpasses all other Recruiting or Staffing Companies in our field. The results of that hard work is a benefit to both candidates and clients alike, as we work through the process of discovering and introducing Top Talent to Top Clients.

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