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CW
Compass Wealth Partners
Customer Service Specialist
Career Insights for Customer Service Representative (General)
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Based on South Dakota data
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What they do
A Customer Service Representative interacts directly with customers to answer questions and solve problems. Communicates with customers in person, over the phone or online. Provides help with troubleshooting technical problems for equipment or software. Keeps records of customer communications and transactions.
$38,087 / year median in South Dakota
-17% projected decline
Job Description
Customer Service Specialist Compass Wealth Partners North Sioux City, SD Job Details Full-time $20.00 - $28.88 an hour 1 day ago Benefits Health savings account Paid holidays Health insurance 401(k) Paid time off Vision insurance 401(k) matching Employee discount Retirement plan Qualifications Customer service Administrative experience High school diploma or GED Driver's License Data entry Organizational skills Front desk Full Job Description Company Description Join our boutique style wealth management practice that is actively growing. We offer upward mobility, generous 401k, health/vision insurance, paid time off, and numerous paid holidays (more than banks!). True team mentality with long term committment to our employees as attested to by team longevity. Forbes Best-in-State Wealth Management Teams, 2023-2026 Forbes Best-in-State Wealth Advisors, 2018; 2022-2026 Role Description We are seeking a dedicated client service member for a full-time, on-site role at Compass Wealth Partners, located in Dakota Dunes, SD. The client service specialist will be responsible for greeting clients, handling phone calls with proper etiquette, scheduling appointments, marketing support, managing correspondence prep and follow-up, and providing exceptional customer service. The role also involves performing receptionist duties and ensuring the front desk operates smoothly and efficiently. Hours are M-Th 8:30-5:30 & Friday 8:30-4. Hours could be flexible within these times if needed. Qualifications Strong Phone Etiquette and Receptionist Duties skills. Experience in Customer Service and Communication. Proficiency in Computer Literacy. Excellent organizational and multi-tasking abilities. Professional demeanor and positive attitude. Previous experience in a similar role and/or financial services is a plus. High school diploma or equivalent required. College background a plus.