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Client Services Representative in Ephrata, PA at Everence

Date Posted: 11/17/2018

Job Snapshot

Job Description

Serve financial advisors and clients with exceptionalclient service and professionalism.  Theposition involves a significant amount of work with financial data andconfidential client information and requires a high level of accuracy andattention to detail.


1.   Prepare for and follow up on clientappointments which may involve organizing appropriate files and necessarypaperwork; creating and updating consolidated statements; and reviewing,processing and following up with paperwork as needed after appointments

2.   Utilize various software programs as neededto assist advisors in client appointment preparation and research (CRM, E-money,AMP, Albridge, LaserApp, OnBase, OnBoard, Morningstar, insurance illustrations,etc.)

3.   Manage client database to offer routine reviewappointments by phone, mail or email, with consideration to advisorrecommendation, client classification system and client preference

4.   Schedule appointments and maintain advisors’calendars as requested

5.   Write and prepare correspondence, includingemails and database notes, as needed or as directed by advisors

6.   Gather, prepare and complete client paperworkas needed

7.   Field incoming calls and walk-in appointmentswhen advisors are not available or as needed 

8.   Initiate and carefully document contact withclients as service issues arise

9.   Review and sort incoming mail for advisor(s)daily

10. Track various statistics, account balances,application status and holdings as directed by advisors

11. Prepare various weekly, monthly and quarterlyreports

12. Maintain client account (securities) and policy(insurance) files



Skillsand Abilities:

  1. Bachelor’s degree preferred
  2. Three years’ experience in an administrative/supportrole
  3. Proficiency with Windows-based software andMicrosoft Office Suite
  4. Consistently accurate with high attention to detail and organization
  5. Self-motivated with willingness to take initiative;dependability
  6. Demonstrated customer service focus
  7. Exceptional time management
  8. Excellent verbal and written communication skillsincluding a pleasant phone presence
  9. Ability to build positive relationships with a widerange of personalities


Must be able toobtain a Pennsylvania life and health insurance license, if required



This is a full-timeposition.


Ephrata,Pennsylvania office


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