Client Services Representative

POSITION SUMMARY

Supports the sales efforts of the Everence office in Souderton, PA. Provides technical expertise and clerical and administrative support for consultants. Delivers excellent customer service to current policyholders, members, prospects, and staff. Everence Souderton is a faith-based financial services firm that puts the needs of its clients first and integrates faith and finance through trustworthy, caring relationships and professional planning expertise.

RESPONSIBILITIES AND DUTIES

1. Become proficient in using the Everence client database system (CRM) to effectively manage ongoing client data and office processes. 
2. Acquire and maintain a strong working knowledge of all Everence investment and insurance products and the systems for processing workflow. 
3. Acquire and maintain a strong working knowledge of non-Everence investment and insurance products currently offered/supported by the Souderton office. 
4. Acquire and maintain a strong working knowledge of compliance regulations.
5. Attend scheduled sales staff team meetings and conference calls. 
6. Perform other tasks such as: maintaining current product-related forms, photocopying, filing, scanning, faxing, constructing letters and memos, completing various mailings, answering phones, and adding documentation to the client database system (CRM).
7. Provide sales assistance to the Everence Souderton office including: 
   1. Effectively manage customer inquiries and questions regarding various products and services.
   2. Process and maintain various communication approvals through the Broker-Dealer compliance system. 
   3. Maintain current forms, investment materials, and compliance records. 
   4. Prepare product illustrations and assemble ancillary forms needed for appointments or mailings. 
   5. Prepare applications and service request forms using an automated form system (LaserApp, DocuPace). 
   6. Process and forward applications to appropriate departments and companies. 
   7. Prepare issued policies for mailing with a cover letter. 
   8. Place trades as directed by the consultant.
   9. Monitor pending trades and account activity and send thank you letters when confirmations are received. 
   10. Prepare correspondence. 
   11. Stay current with announcements posted daily on Everence secure consultant website, as well as non-Everence product websites
   12. Prepare various client reports. 
   13. Set up and maintain client files in hard copy, database management system (CRM), and scanning system (OnBase). 
   14. Assist consultants with licensing applications and renewals.
   15. Input client data using Financial Profiles software. 
   16. Schedule client appointments, and answer phone calls. 
   17. Handle marketing and mailing projects as necessary. 
   18. Screen incoming calls and forward them to the appropriate consultant. 
   19. Assist with other projects as assigned.

QUALIFICATIONS

Education: 

Prefer at least two years of college or specialized training

Experience: 

1. Prior experience in financial services or the insurance industry is preferred
2. A minimum of two years of administrative support experience preferred, including proficiency in using Microsoft Office software
3. Must have experience or aptitude to learn PC-based software programs

Skills and Abilities:

1. Initiative, organizational skills, strong attention to detail, good judgment, a positive attitude, and problem-solving abilities
2. Will enthusiastically embrace the mission of Everence
3. Ability to handle multiple tasks and interruptions with efficiency, calmness, and courtesy
4. Ability to relate and communicate well with all contacts, internal and external
5. Ability to handle difficult situations with tact and diplomacy: sensitivity to confidentiality of information
6. Excellent communication skills including both written and verbal; good grammar and spelling skills
7. Ability to meet the public in a professional and friendly manner
8. Aspirations toward advancement to a consultant role preferred

SUPERVISORY RESPONSIBILITIES:  None

SCHEDULE:   Full-time