Unlock your potential with a new role at careerzynith as a Customer Care Professional! Whether you're working from home or part of our remote team, you'll be a core part of the careerzynith family. This position requires a strong and diverse skillset in relevant areas to drive success. Your contribution will be valued, with a compensation package starting at a competitive salary.

Our Industry & About Us

At careerzynith, we're revolutionizing the way people manage their finances. We serve locations across the US, helping institutions with investing, retirement planning, 401k, IRAs, stocks, bonds, mutual funds, life insurance, and college funding for kids. Our mission is to empower individuals to take control of their financial futures. With over 3 trillion dollars moving annually, timing is crucial in our industry. We're committed to providing educational information and expert guidance to help people make informed decisions about their investments.

Why This Industry?

The financial services industry is experiencing a significant shift, with people seeking more control over their pensions, property, and investment accounts. Millennials and Gen Z are increasingly interested in learning about financial planning and investing. At careerzynith, we're dedicated to providing personalized support and expert advice to help individuals achieve their financial goals. Our motto is "Leave No Families Left Behind," reflecting our commitment to inclusivity and accessibility.

Role Overview

As a Financial Service Client Representative, you'll work directly with financial advisors to support their efforts in growing their client base. You'll be responsible for operational tasks, completing follow-ups, and ensuring our clients are well-served. This role requires a unique blend of customer service, sales, and technical skills.

Job Duties as a Financial Service Client Representative

* Support the onboarding process for new clients and manage accounts

• Work with clients to ensure their dashboard accurately collects all relevant personal and financial information
• Consolidate accounts and maintain confidentiality
• Facilitate the collection of necessary statements/documents to transfer accounts to other accounts
• Track the transfer process to ensure the cost basis is transferred over accurately and efficiently
• Collaborate with the operations team to facilitate the transfer process and track the status of each account transfer
• Maintain relationships with existing clients and hunt for new clients
• Ensure proactive quarterly check-ins are completed for all clients
• Proactively take responsibility for client requests by asking for help and anticipating their next questions or needs
• Respond to all client inquiries about the Dashboard in Intercom, client support inbox, client team inbox, internal issues reported, and feedback forms submitted from clients
• Support in preparation and follow-up for client and prospective client meetings
• Escalate issues requiring technical help, documenting updates, communicating to relevant stakeholders, and seeing it through to resolution
• Catalog client feedback for product leads so that ideas can be incorporated into the product roadmap

Qualifications

* Business Development and Account Management experience (A+)

• Willingness to obtain a license or already having a license (A+)
• Enjoy client services and create meaningful relationships with clients
• Customer service skillset, sales background, and past remote work experience
• Self-starter, independent, and entrepreneur-minded as a Financial Service Client Representative
• Ability to act thoughtfully with teams across the company to articulate recommendations
• Impeccable follow-through for clients, the executive team, and cross-functional teams
• Outgoing personality and ability to adjust communication style based on a prospect/client's needs and attitude
• Entry-level for transferrable skills for a Financial Service Client Representative

Working at careerzynith

careerzynith is proud to be an equal opportunity employer. We're committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.

Compensation & Benefits

* $100,000-$250,000 commission only

• 401K
• Unlimited time off
• Equity compensation
• Retirement benefits

Why careerzynith?

At careerzynith, we offer a unique opportunity to join a dynamic team of professionals who are passionate about making a difference in people's lives. Our remote work environment allows for flexibility and work-life balance. We're committed to providing ongoing training and development opportunities to help you grow in your career. If you're a motivated and customer-focused individual who is passionate about financial services, we encourage you to apply.

Simple Application Process

Ready to join us? The first step is easy. Click apply now and we'll be in touch soon! Apply for this job