Customer Service Representative

Job Description

Job Description

We are looking for a motivated and service-driven Customer Care Specialist to join our growing financial services team. In this role, you will work closely with a Financial Advisor to provide an outstanding client experience from the first interaction through ongoing account support.

As one of the primary points of contact for clients, you'll help ensure every client feels informed, valued, and well cared for. Your responsibilities will include coordinating appointments, managing client communications, assisting with administrative processes, and supporting clients throughout various stages of their financial planning journey.

The ideal candidate is organized, personable, and enjoys helping others. You'll communicate with clients by phone, email, text, virtual meetings, and occasionally in person while ensuring every interaction reflects professionalism and exceptional customer service.

This position is an excellent opportunity for someone who wants to build a career in financial services, strengthen client relationship skills, and grow within a supportive, team-oriented environment.

Employment Type: Full-Time or Part-Time (Flexible Scheduling Available)

Compensation:

$68,500

Responsibilities:

• Maintain accurate client records, spreadsheets, and internal tracking systems
• Contact insurance carriers and financial institutions to obtain policy updates, underwriting status, and application progress
• Coordinate client appointments, confirmations, reminders, and follow-up communications
• Assist in managing the Financial Advisor's calendar and daily scheduling
• Monitor outstanding client requests and help ensure timely completion
• Record detailed notes from conversations with clients and service providers
• Support the onboarding process by collecting required information and preparing client paperwork
• Participate in client meetings when appropriate and assist with post-meeting action items
• Continue developing knowledge of financial products, planning strategies, and client service best practices
• Assist with office operations and administrative projects that improve efficiency and client satisfaction

Qualifications:

• Strong verbal and written communication skills
• Comfortable making and receiving professional phone calls
• Working knowledge of Microsoft Excel or Google Sheets
• Excellent attention to detail and organizational skills
• Reliable, professional, and able to work independently
• Ability to prioritize multiple tasks in a fast-paced environment
• Interest in financial planning, insurance, or wealth management
• Coachable with a desire to develop new skills and take on additional responsibilities over time

About Company

Summit Solutions is a client-focused organization dedicated to helping individuals and families improve their financial awareness, decision-making, and long-term outcomes. Led by an advisor with over 30 years of experience in education, client service, and personal development, our mission is centered on growth, impact, and meaningful relationships.

We pride ourselves on creating a supportive, purpose-driven environment where both clients and our team members can thrive. At Summit Solutions, you’re not just filling a role—you’re contributing to a bigger vision of helping people move forward with clarity and confidence.