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Posted: Monday, July 10, 2017 12:02 AM

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About the Job
Client Service Representative (CSR)
All CSR's start in the receptionist position to get to know our clients, go through our initial training program and then graduate to being incorporated into working directly with clients. This career path requires all professional licenses..
There are high expectations of excellence and the person who fills this position will receive training to be well prepared to perform at a high level without being micro managed. It is vital that this person present themselves professionally, be polite and courteous, and be comfortable with traditional and conservative values, display integrity, be task oriented and thorough, and do what they say they will do. If that describes your approach to life then this opportunity may be for you to join our twelve person team.
Our office specializes in helping clients financially prepare for and enjoy their retirement. We successfully help to manage investments and retirement income for our clients and have been in business for almost 30 years. We recently built a new office in Clinton to allow for continued substantial growth.
Duties of Position:
â ¢ Providing the initial warm environment for the reception area
â ¢ Build relationships and work with clients providing service
â ¢ Assist in managing projects to completion
Some Requirements:
â ¢ Enthusiastic and driven personality
â ¢ Strong communication skills
â ¢ Demonstrate proficient computer skills
â ¢ Valid driver's license and ability to pass drug test
â ¢ Financial services experience {preferred but not required)
â ¢ Industry Licenses (preferred but not required)
Benefits:
â ¢ Compensation $13-$16/hr.to start (fully licensed CSR's salary range $40,000+)
â ¢ Base salary - potential short and mid-term bonus program
â ¢ Business hours: Mon-Thurs 8am-5pm, Fri Sam to noon
â ¢ Training program aligned with the CSR Career Path
â ¢ Newest office building on Clinton by-pass
â ¢ Fast growing financial service company
â ¢ Group Health Insurance,short-term Dl, group life ins.
â ¢ Retirement plan with company match
â ¢ Paid Holidays and Paid Vacation time.

Send Your Resume to: brook@firstwealthfinancialgroup.com

• Location: Quad Cities

• Post ID: 14026483 quadcities
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