Customer Care Representative

Posted 3 days ago

elite one capitalSacramento (CA)

Customer Service Representatives Insurance Agencies and Brokerages

SENIORITY

Junior

SALARY

$70,500 yearly

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About the role

At Elite One Capital, we're committed to empowering individuals and families to make informed financial decisions, and you're invited to be part of this mission as a Customer Care Representative. In this role, you'll be at the heart of our client interactions, working closely with Financial Advisors to ensure every client feels valued and supported. You'll be the go-to contact for our clients, providing them with seamless service through proactive communication, appointment coordination, and support initiatives. If you're passionate about helping others and thrive in a collaborative environment, this could be the perfect opportunity for you. We're looking for someone who enjoys building relationships and takes pride in delivering outstanding customer service. You'll be responsible for scheduling and preparing clients for appointments, responding to inquiries, coordinating service requests, and assisting with financial education initiatives. The ideal candidate is personable, organized, and comfortable interacting with clients via phone, video meetings, and email. Whether you're looking for part-time or full-time work, we offer flexible scheduling to fit your availability. Join us at Elite One Capital, where you'll grow your skills in client relationship management and gain valuable exposure in the financial services industry, all while contributing to our positive, growth-oriented culture.

Responsibilities:

Engage with clients through phone, video, and email to provide exceptional service and build lasting relationships.
Coordinate and schedule client appointments, ensuring all necessary preparations are completed ahead of time.
Respond promptly to client inquiries, offering clear and accurate information to enhance their financial understanding.
Collaborate with Financial Advisors to support client needs and ensure seamless service delivery.
Assist in organizing and executing financial education initiatives to empower clients with knowledge.
Manage and resolve client service requests efficiently, maintaining a high level of client satisfaction.
Document client interactions and updates in our CRM system to ensure accurate and up-to-date records are maintained.

Qualifications:

Experience in customer service, preferably in a retail or financial services setting.
Ability to communicate effectively and empathetically with clients via phone, email, and video.
Proven track record of building and maintaining strong client relationships.
Strong organizational skills to manage appointments and client interactions efficiently.
Proficiency in using CRM systems to document and track client information accurately.
Ability to collaborate seamlessly with team members and Financial Advisors to meet client needs.
Comfortable with multitasking and managing multiple client requests simultaneously in a fast-paced environment.

Compensation: $70,500 yearly

Engage with clients through phone, video, and email to provide exceptional service and build lasting relationships.
Coordinate and schedule client appointments, ensuring all necessary preparations are completed ahead of time.
Respond promptly to client inquiries, offering clear and accurate information to enhance their financial understanding.
Collaborate with Financial Advisors to support client needs and ensure seamless service delivery.
Assist in organizing and executing financial education initiatives to empower clients with knowledge.
Manage and resolve client service requests efficiently, maintaining a high level of client satisfaction.
Document client interactions and updates in our CRM system to ensure accurate and up-to-date records are maintained.

Compensation: $70,500 per year

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