Financial Services Representative

Job Description

REQUIREMENTS

• 1+ year of experience in customer service, client support, administration, banking, insurance, or financial services preferred.
• Strong written and verbal communication skills.
• Excellent organization, attention to detail, and follow-through.
• Comfortable using Microsoft Office or Google Workspace, CRM systems, email, and video-conferencing platforms.
• Ability to handle confidential and sensitive information with professionalism and discretion.
• Strong customer-service mindset and ability to communicate clearly with individuals from diverse backgrounds.
• High school diploma or equivalent required; associate’s or bachelor’s degree preferred.
• Ability to work independently in a remote environment while collaborating effectively with a team.

RESPONSIBILITES

• Welcome prospective and existing clients and provide a professional, helpful first point of contact.
• Schedule consultations, confirm appointments, and follow up on client requests.
• Maintain accurate client records, notes, documents, and correspondence in the company’s CRM and secure systems.
• Coordinate with licensed agents and internal team members to support client onboarding, applications, and service requests.
• Communicate administrative information and next steps clearly and professionally.
• Direct questions regarding financial products, insurance, investments, taxes, or legal matters to the appropriately licensed or qualified professional.
• Prepare client-facing materials, appointment reminders, and follow-up communications.
• Assist with routine administrative tasks related to client service and account support.
• Protect confidential client information and follow company policies, procedures, and applicable privacy requirements.
• Provide timely and professional service by phone, email, video conference, and, when applicable, in person.
• Maintain organized records and demonstrate consistent follow-through on assigned tasks.

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