Find & Apply For Customer Service Representative Jobs in Chico, California

Position Summary:

Upscale, growing financial planning firm seeks part-time Client Service Associate. Candidate must be professional in appearance and manner, willing to accept direction, quick to learn new things, client service oriented, and computer savvy. Working hours are 8 AM to 4:00 PM, Monday through Friday, with a one hour lunch break (35-hours a week). The salary is expected to start at, or around, $50,000 annually ($25-28/hr), with quarterly bonuses, health insurance, and 401(k) benefits.

Position Overview:

The primary responsibility of this position is to provide administrative support by organizing and ensuring proper completion of all client paperwork, following-up on client service issues and supporting advisors in general account opening, maintenance, cashiering and more.

Position Requirements:

Previous customer service in financial planning world preferred Series 65 is a plus Previous financial (banking, securities or insurance) office experience required Ability to communicate with co-workers, customers and various business contacts in a courteous and professional manner Ability to independently investigate, research, and resolve problems or concerns Ability to maintain client and firm confidentiality Ability to make rule-based and analytical decisions Ability to organize, prioritize and handle multiple tasks Ability to pay close attention to detail and meet deadlines Ability to take complete and accurate notes Skill in utilizing various software packages such as Microsoft Office & Outlook Skill in working with internet browsers, CRM and AI Kind attitude and willingness to help in verbal and written communications

Job Duties:

Perform general administrative and support functions for the office including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing and overnight shipping documents Understand every client is unique and no two days look the same Organize, coordinate, and maintain all client paperwork Correspond with clients to complete new accounts, asset transfers, banking links, account transfers and other forms Handle routine matters for client accounts including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed Ensure office procedures are followed Record all transactions on appropriate logs Set up client files correctly and obtain necessary information Perform other duties and projects as assigned The statements herein are intended to describe the general nature and level of work, but don't include all tasks. Work environment is designed to be professional and friendly. All members of the firm are expected to exhibit accountability and have the ability to work autonomously or with other members of the team.

Pay:

$50,000.00 per year

Benefits:

401(k) 3% Match Health insurance Paid time off

Work Location:

In person