Vacancy expired!
Instead of wax poetic about the specific job duties of this role, were sharing qualities that everyone in our Client Services Team embodies. If youre reading this and thinking to yourself, Yes, this is me! make sure you apply. You might be exactly who were looking for!
Visit our Website to Apply: https://www.wcfinc.com/us/join-our-team
You are genuinely enthusiastic about supporting others. In fact, you can sense when help is needed rather than waiting to be asked.
You live and breathe for learning. You may not have a degree or background in finance, but that doesnt stop you from being the problem solving aficionado that you are. Wait¦ problems? Yeah, you solve those in your sleep.
Working in the gray area doesnt scare youits an exciting challenge. We provide solid training and direction, but were not going to micro manage. You thrive with that kind of autonomy.
Flexibility and understanding are your thing. Youll be just fine reworking your days plans when a client calls with an urgent request.
Youve already figured out that kindness and compassion are non-negotiable. You are patient and empathetic with everyone you encounterwhether theyre a colleague, client, vendor, or other professional.
Finally, you love people. You love them for who they are, and take pride in understanding their quirks. You want your clients to have an enjoyable, personalized experience, because ultimately, this will support them in living a more fulfilled life.
A little bit about the role¦
As a member of our Client Services Team, youll be the back bone of your assigned Advisory Team (thats typically you, an Advisor, and an Analyst). Your team supports anywhere from 40-100 clients, and youre the point-person for any administrative requests. Youll spend a great deal of your time on the phone with clients, responding to their emails, and managing projects in our CRM system.
This is a fast-paced, dynamic role that requires stamina and sound judgment. All while managing the unique characteristics of your team, clients, and others around you.
We view this as a long-term career opportunity and hopefully you do, too! Our star people earn opportunities to advance based on merit, not time served.
A little bit about the benefits¦
Access to a complete healthcare package: medical (HMO & PPO plans with HSA options), dental and vision
Access to a retirement plan: 401(k) with a company discretionary match and safe harbor contribution
Flexible time off
