Client Service Representative
Sterk Financial Services has an immediate, full-time opening for a Client Service Representative in our expanding Dakota Dunes, SD office. Sterk Financial Services is based in Dakota Dunes, SD and is an established and growing financial services firm. We are accepting applications for a determined, goal-oriented individual to join our team!
ABOUT OUR COMPANY
Sterk Financial Services was founded in 2004, bringing over 20 years of experience to our communities. We serve people who are seeking a brighter financial future. We are sought out because of our award-winning approach for wealth management and custom designed financial planning.
Important things to know about our company are:
- We are a relationship-based firm and value long-term connections with our clients.
- We have two locations in the Midwest and can serve clients virtually nationwide.
- We offer a culture of growth and a flexible environment, coupled with a competitive compensation package.
JOB OVERVIEW
As a Customer Service Associate, your role is a crucial point of contact for clients, helping them navigate their financial journey while providing key support to financial advisors and maintaining high levels of customer satisfaction. You will be working directly with clients and our Advisors to deliver exceptional customer service for a variety of client requests. This position allows for opportunities for advancement in Client Service as well as other areas of the company.
KEY RESPONSIBILITIES
- Deliver exceptional client service for a variety of client requests.
- Prepare and work with clients on completion of paperwork related to account openings, transfers, and client updates.
- Manage specific client follow ups such as annual RMD calculations.
- Work with advisors on client projects.
PERSONAL ATTRIBUTES AND SKILLS NEEDED FOR SUCCESS
- Growth-Oriented: Our company is a place where team members can grow and succeed professionally as well as contribute ideas to improve upon our already solid foundation.
- Fast Learner: Open to learning new processes, systems and can absorb information quickly.
- Flexible: Agile in adapting to change and shifting priorities.
- Thrives on Personal Accountability: Takes ownership of creating results.
REQUIREMENTS
- Bachelor’s degree preferred.
- Prior experience in client service or in the financial industry.
- Proficiency with basis computer applications such as Microsoft windows, Word and Excel.
- Excellent verbal and written communication skills.
- Ability to pass background check.
- Series 6/66 exams will be required.
COMPENSATION
We offer one of the most flexible and competitive compensation plans in the area.
- Salary commensurate with skills, knowledge, and experience. Salary range $48,000 - $75,000.
- Benefits include health care, vacation, employer matching retirement contributions and early out two Fridays per month.
TO APPLY:
To arrange a confidential interview, send your resume and cover letter to jobs@sterkfinancialservices.com Visit our web site: sterkfinancialservices.com
Sterk Financial Services is an equal opportunity employer.
Job Type: Full-time
Pay: From $48,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Ability to Commute:
- North Sioux City, SD 57049 (Required)
Work Location: In person
