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Title: Client Service Specialist
Status: Full Time with Benefits & 401K (Accepting applicants for Part Time as well)
Hours: Monday thru Friday 8:45am – 5:15pm
Potential Incentives: Time Off, Frequent Reduced Friday Hours, Bonuses, Work Hard/Play Hard Work Life Balance
Essential Duties and Responsibilities
Answering the phone, screening calls and transferring calls appropriately
Conducting business in a service orientated manner that is attentive, respectful, friendly and kind when serving clients and colleagues
Maintaining relationships with clients, prospects, vendors, venues, and other business partners
Running office errands, ordering office supplies and kitchen inventory
Supporting the Servicing/Processing Department and Marketing Department with clerical errands and tasks such as but not limited to, preparing for monthly large business events, quarterly client events, and handling of sensitive client material
Scheduling/confirming appointments for prospects and clients, promptly entering sensitive client information and data into database
Greeting clients, offering a beverage upon arrival, preparing cookies for appointments
Cleaning up and maintaining conference rooms for client meetings, maintaining kitchen and copy room
40 wpm certification
Education and Experience
High School diploma required – college education preferred
Knowledge of computers and applications such as Microsoft Outlook, Excel and Office
Knowledge of customer service principles and practices
Key Competencies
Exceptional interpersonal and written communication skills
Professional personal presentation
Customer service orientation
Initiative and reliable
Analytical and innovative problem-solver
Highly organized and detail-oriented
Peak Financial Freedom Group is a fast growing financial planning firm in Roseville, CA. The co-founders of the company have over 50 years of experience in the financial industry, are Amazon best-selling authors, hosts of their own radio show, and hosts of their own television show, heard/seen every week. Peak works closely with retirees and pre-retirees in the community to develop and design personal written comprehensive retirement income plans that protect and grow the clients' assets to create dependable income and avoid unnecessary risks. Peak is looking for individuals who are driven, committed and have a great work ethic. Due to the growth of our company, the possibility for advancement will be available to those who show dedication and excel at their position.
