Customer Service Rep (58785)
On-site · Farmington, Missouri, United States
Job Summary
Serve as the first point of contact for wealth management clients and advisors, delivering exceptional customer service and supporting advisors with trading activities, account processing, and regulatory documentation. Responsibilities include accurately entering financial transactions, maintaining records, solving problems with internal/external partners, and keeping clients informed with clear communication. Requires strong interpersonal skills, attention to detail, ability to multi-task, and proficiency with Microsoft Office. A collaborative, service-oriented mindset and integrity are essential for contributing to a positive client experience within a team-focused wealth management environment.
Required Qualifications
- Excellent communication skills; both written and verbal
- Ability to multi-task
- Organizational and time management skills
- Strong desire to help people
- Proficient in Microsoft Office - Excel, Word, Outlook
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