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We are seeking a dedicated and enthusiastic Customer Support Representative to join our dynamic team. In this role, you will be the first point of contact for our clients, providing exceptional service and support. Your ability to communicate effectively and handle inquiries with professionalism will be key to ensuring customer satisfaction and loyalty. Duties Respond to customer inquiries via phone, email, and chat in a timely manner. Provide accurate information regarding products and services to clients. Assist customers with troubleshooting issues and resolving complaints. Maintain detailed records of customer interactions through data entry into our systems. Demonstrate excellent phone etiquette while managing multiple calls. Collaborate with team members to improve client services and enhance the overall customer experience. Stay updated on product knowledge and company policies to provide informed support. Experience Previous experience in customer service or customer support is preferred but not mandatory. Proficiency in English and Spanish is a must and required; multilingual skills are a plus. Strong communication skills, both verbal and written, are essential for effective client interaction. Familiarity with office software and computerized systems for data entry is necessary. A positive attitude and the ability to work well under pressure in a fast-paced environment. Join us as we strive to provide outstanding support to our customers while fostering a collaborative work environment. We look forward to welcoming you to our team!
Join Our Team: Sales Assistant for Financial Advisor at A & M Financial Services LLC A & M Financial Services LLC is seeking a motivated and detail-oriented Financial Advisor Assistant to join our investment firm and support our continued growth. In this role, you’ll work alongside a seasoned Financial Advisor to help clients achieve their financial goals while gaining valuable experience in the financial services industry. This position is ideal for someone looking to launch or grow a career in finance. You’ll have the opportunity to develop key skills, make meaningful contributions to client success, and be part of a supportive and professional team environment. Key Responsibilities: - Support Financial Advisors with daily operations, including scheduling, document preparation for client meetings, and providing exceptional customer service. - Communicate with clients both in-person and over the phone, assisting with the preparation and processing of new and existing account paperwork. - Handle sensitive and confidential information with discretion and professionalism. - Oversee various administrative functions, including managing office supplies, mail, and general office organization. - Utilize multiple computer systems in a paper-intensive setting and assist with additional tasks as needed. Qualifications and Skills: - High school diploma or higher. - Series 6,7 or 11 completed - Highly detail-oriented with the ability to thrive in a fast-paced environment. - Strong multitasking and time-management skills. - Proficient in Microsoft Office (Word, Excel), CRM platforms, and other relevant software tools. - Strong interpersonal and communication skills with a customer-first mindset.