Client Services Representative With exceptional people skills, the Client Services Representative is driven to provide accurate, efficient client care in the friendliest way imaginable. The candidate is attentive to deta…
Skills: Client Care, Attention To Detail, Multi-tasking, Interpersonal Skills, Client Servicing
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Full-time
Posted 20d ago
~40 hrs/week
Responsibilities
The role focuses on providing accurate and efficient care to AGF retirement and investment clients. The representative reports to the Senior Client Services Representative to ensure high-quality service delivery.
Requirements
Candidates must possess exceptional people skills and a strong attention to detail. Ability to multi-task and a commitment to continual learning in a team environment are required.
Full job description
Client Services Representative
With exceptional people skills, the Client Services Representative is driven to provide accurate, efficient client care in the friendliest way imaginable. The candidate is attentive to detail related to the servicing of AGF retirement and investment clients, is comfortable with multi-tasking, and understands the benefit of continual learning in a team environment. This position is responsible to and reports directly to the Senior Client Services Representative.
We have a head for finances and a heart for ministry. AGFinancial, a best-in-class financial services group, helps people connect their faith and finances. We serve more than 66,000 clients, partner with more than 4,000 growing churches and ministries worldwide, and have directed over $300 million to missions and local church communities. Our team is dedicated to providing the best possible financial experience for both ministries and individuals.
Offices: 3900 S. Overland Ave., Springfield, MO 65807, US
Church FinancingInvestmentsInsuranceRetirement Planningplanned givingchurch loanschurch insurancelife insurancehome insuranceauto insurance
We have a head for finances and a heart for ministry. AGFinancial, a best-in-class financial services group, helps people connect their faith and finances. We serve more than 66,000 clients, partner with more than 4,000 growing churches and ministries worldwide, and have directed over $300 million to missions and local church communities. Our team is dedicated to providing the best possible financial experience for both ministries and individuals.
Offices: 3900 S. Overland Ave., Springfield, MO 65807, US
Church FinancingInvestmentsInsuranceRetirement Planningplanned givingchurch loanschurch insurancelife insurancehome insuranceauto insurance