Position title
Client Relations Representative- Financial Industry
Description

Foguth Financial Group is a comprehensive financial planning firm located in beautiful, Downtown Brighton. Our organization is internally driven to exceed client experience expectations. We are actively hiring for a Client Services Representative with financial or insurance industry experience. We are seeking an individual that regards the client experience as highly as we do, has a great work ethic, is timely, and deadline oriented.

The Client Services Rep will perform a variety of skill and experience-based tasks within our Client Services department. We are looking for someone that thrives in a fast-paced office environment. An individual with B2B or B2C client/customer experience is an ideal candidate.

Responsibilities

Regularly, our Client Services Rep will be asked to:

  • Interface directly with our clients by managing incoming calls and client services inquiries
  • Attend, open, and close workshops

At all times, our Customer Service Rep will be asked to:

  • Identify clients’ needs and provide appropriate solutions or alternatives
  • Continually provide follow up and feedback to our clients to ensure resolution
  • Provide accurate, valid, and complete information by using our internal systems and processes

We are looking for someone that:

  • Is an interpersonal communication expert
  • Has the ability to provide 5 star customer service to our clients
  • Has a history of top performance
  • Is intrinsically motivated, highly organized, and has a very positive attitude
Qualifications
  • Previous experience in financial industry a plus
  • Ability to build rapport with clients
  • Excellent written and verbal skills
  • Life & Health license a plus but not required

Communication method(s) used:

  • Phone
  • Email
  • In person

This Company Describes Its Culture as:

  • People-oriented — supportive and fairness-focused
  • Detail-oriented — quality and precision-focused
Employment Type
Full time
Industry
Financial Industry
Job Location
315 W. North Street, Suite C, 48116, Brighton, MI, US
Base Salary
$ 32,000 - $ 46,000
Date posted
November 25, 2019
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Position: Client Relations Representative- Financial Industry

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