Customer Service Representative - Financial Services, Financial Planning, Wealth Management We’re seeking a positive, personable customer service representative for a rewarding career opportunity! You’ll connect with new people, tackle tough problems, and raise the bar on an excellent customer experience. We welcome applicants who are interested in upward mobility, a positive work environment, and who can’t wait to get started! Responsibilities: • Respond to customer inquiries, product and service questions, and customer complaints • Regularly meet with sales lead to receive the newest service and product knowledge • Create records of customer interactions and follow up to ensure all questions have been answered • Keep track of customer accounts and make updates with new account information as necessary • Find patterns in customer complaints and bring them to the team for improvement • Must have experience processing paperwork and be very detail-oriented. • Schwab, Fidelity, Altruist, Redtail, Salesforce background preferred. Qualifications: • Display strong communication skills, active listening skills, and personal skills • Experience working in a customer-oriented atmosphere • High school diploma, G.E.D. or equivalent Compensation: $48,000 - $51,500 yearly

• Must have experience processing paperwork and be very detail-oriented. • Schwab, Fidelity, Altruist, Redtail, Salesforce background preferred.