Customer Service Representative Job

The Ideal candidate acts as the primary point of contact for clients, addressing inquiries, resolving issues, and generally supporting the client relationship by providing excellent customer service, often working closely with financial advisors to ensure smooth account management and client satisfaction.

RESPONSIBILITIES:
- Answering phone calls, emails, and client portal messages, addressing inquiries regarding account balances, transactions, investment options, and other financial details.
- Processing account opening paperwork, managing account updates, handling transfers, and ensuring accurate client data maintenance within the CRM system.
- Scheduling client appointments, gathering relevant account information, preparing presentation materials for financial advisors, and coordinating with advisors on client needs.
- Maintaining client files, processing account forms, handling billing inquiries, and completing necessary compliance documentation.
- Investigating and resolving client concerns, escalating complex issues to appropriate departments when necessary.
- Guiding new clients through the account opening process, explaining investment options, and providing necessary information.
- Ensuring all client interactions and transactions comply with industry regulations and company policies.

REQUIREMENTS:
- Excellent communication and interpersonal skills.
- Strong attention to detail and accuracy.
- Organizational skills and ability to prioritize tasks.
- Proficiency in financial software and CRM systems.
- Knowledge of financial products and investment concepts.
- Problem-solving abilities and ability to handle client concerns effectively.

Health/Dental Benefits, Retirement Benefits, Paid Holidays, Vacations, and Sick Leave, Life and/or Disability Insurance

Ruiz Financial Solutions is your ONE stop solution for all your bookkeeping, financial consulting, and tax preparation needs. Our mission is to deliver an unparalleled level of service to our clients, ensuring they receive expert financial advice tailored to their unique situations.