Customer Service Representative
📋 Role Overview & Responsibilities
Position: Client Service Representative/New Business Processor - West Advisory Group
West Advisory Group, a premier organization specializing in retirement planning and wealth management located in Erie, PA, is on the hunt for a committed Client Service Representative/New Business Processor. This position is crucial for delivering an exceptional client experience, managing new business applications, and assisting current clients. It is perfectly suited for those enthusiastic about finance, insurance, and client service, and who are seeking a career path filled with opportunities for advancement.
Responsibilities:Process and manage new client applications and paperwork accurately.Serve as the primary contact for account openings and servicing.Collaborate with the team to improve client satisfaction and retention.Commit to continuous learning to keep up with industry trends.Qualifications:Financial services, banking, or insurance background preferred; not required.Detail-oriented with strong numerical and paperwork management skills.Team-oriented, reliable, and open to coaching.Motivated to help others and driven to achieve.
Location: Erie, PA (In-office)Salary: $40,000 - $55,000/yearSchedule: Monday-Friday, 8-hour shifts. No weekends.Benefits:401(k) with matchingDental and Health insurancePaid time offVision insuranceBonus opportunities
Why Join Us?Be part of a family-like team at West Advisory Group, where your efforts contribute directly to our clients financial well-being and your professional growth. Enjoy a collaborative environment, advancement opportunities, and the chance to make a significant impact.
Note: This role is not eligible for remote work.
West Advisory Group is an Equal Opportunity Employer, committed to diversity and inclusion.
Frequently Asked Questions
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This position is located in Erie-Meadville Area with potential relocation and sponsorship assistance depending on candidate qualifications.
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