CLIENT SERVICE REPRESENTATIVE
Full-Time position with Benefits
Smallwood Wealth Management has an exciting opportunity for a talented professional who is looking to dramatically contribute to the success of our organization. Smallwood Wealth Management works with top-tier business owners, professionals and high-level corporate executives to provide confidence and clarity to grow and protect their wealth.
The mission for this role is to provide an extraordinary client experience navigating through the application process as well as various client requests. Smallwood Wealth Management requires this applicant to be committed to our Core Values. They should have a “Get it Done” mentality and work consistently with the willingness to learn along with a great attitude and commitment to our vision.
The outcomes expected of this individual:
- Account/Contract/Policy applications are prepared within 24 hours of action given and sent to the client for signature
- Error rate or NIGO should be <1% for each product line
- Data input into the various platforms is constant and flawless
- Service requests are to be prepared within 24 hours of assignment and delivered to client for signatures.
- Every client interaction and activity is recorded in our CRM and electronic storage of all documents
Competencies the individual hired for this position MUST have:
- Attention to detail. Does not let important details slip through the cracks or derail a project.
- Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including email.
- Able to produce significant output with minimal wasted effort.
- Team work. Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
- Is a self-starter and a critical thinker. Brings new ideas to the company.
- Organizational planning. Plans, organizes, schedules, and budgets in an efficient, productive manner. Focuses on key priorities.
- Work ethic. Possesses a strong willingness to work hard and sometimes work long hours to get the job done. Has a track record of working hard.
Preferred Skills and Experience:
- Must have industry experience of at least 3-5 years
- A proven ability to exercise considerable discretion and independent judgment when making decisions and interacting with Team Members, clients, vendors, and centers of influence
- Expert-level knowledge of Microsoft products and industry-level software
The position is in our Red Bank, NJ location. We offer a great Medical Program, 401K Program, disability protection, and other nice perks. We highly value and respect our Team Members.
