Experienced Customer Care Professional (Work from Home Part Time) – Financial Services Client Support

At blithequark, we're revolutionizing the way people manage their finances and investments. As a leading provider of financial services, we're dedicated to helping individuals and institutions achieve their goals through expert guidance and innovative solutions. With a strong presence across the US, we're committed to making a positive impact on people's lives and leaving no families behind.

About blithequark

blithequark serves locations across the US, offering a wide range of financial services, including investing, retirement planning, 401k, IRAs, stocks, bonds, mutual funds, life insurance, and college funding for kids. We also help businesses and individuals save on taxes, providing expert advice on financial planning and management. With over $3 trillion in annual transactions, timing is crucial in our industry, and we're dedicated to helping our clients make informed decisions about their financial futures.

Why Join blithequark?

We're at the forefront of a growing industry, with increasing demand for financial services and education. As a result, we're seeking talented individuals who share our passion for helping people take control of their finances and achieve their goals. Our mission is to provide exceptional customer care and support, empowering our clients to make informed decisions about their financial futures.

Role Overview

As a Financial Service Client Representative at blithequark, you'll play a critical role in supporting our financial advisors and clients. You'll be responsible for operational tasks, follow-ups, and ensuring our clients receive exceptional service. This is a part-time, work-from-home opportunity that offers flexibility and the chance to work with a dynamic team.

Job Duties as a Financial Service Client Representative

* Support the onboarding process for new clients and manage accounts

• Work with clients to ensure their dashboard accurately collects all relevant personal and financial information
• Consolidate accounts and maintain confidentiality
• Facilitate the collection of necessary statements/documents to transfer accounts to other accounts
• Track the transfer process to ensure the cost basis is transferred over accurately and efficiently
• Collaborate with the operations team to facilitate the transfer process and track the status of each account transfer
• Maintain relationships with existing clients and identify new business opportunities
• Ensure proactive quarterly check-ins are completed for all clients
• Proactively take responsibility for client requests, anticipating their needs and asking for help when necessary
• Respond to client inquiries about the Dashboard in Intercom, client support inbox, client team inbox, internal issues reported, and feedback forms submitted from clients
• Support in preparation and follow-up for client and prospective client meetings
• Escalate technical issues, documenting updates, communicating to relevant stakeholders, and seeing it through to resolution
• Catalog client feedback for product leads, incorporating ideas into the product roadmap

Qualifications

* Business Development and Account Management experience (A+)

• Willingness to obtain a license or already having a license (A+)
• Enjoy client services and create meaningful relationships with clients
• Customer service skillset, sales background, and past remote work experience
• Self-starter, independent, and entrepreneur-minded
• Ability to articulate recommendations to teams across the company
• Impeccable follow-through for clients, the executive team, and cross-functional teams
• Outgoing personality and ability to adjust communication style based on a prospect/client's needs and attitude
• Entry-level for transferrable skills

Working at blithequark

blithequark is proud to be an equal opportunity employer, committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.

Compensation & Benefits

* $100,000-$250,000 commission-only compensation

• 401K plan
• Unlimited time off
• Equity compensation
• Retirement benefits

Why Join Our Team?

At blithequark, we offer a unique opportunity to work with a dynamic team, make a positive impact on people's lives, and grow your career in a rapidly evolving industry. If you're passionate about customer care, financial services, and making a difference, we encourage you to apply for this exciting opportunity.

How to Apply

If you're ready to take the next step in your career and join our team, please submit your application through our website. We look forward to reviewing your application and discussing this opportunity further. [Apply Job!](https://remotejobs.trendingnewsgo.com/register-candidate/) Apply for this job