Part Time Customer Service Specialist

Position Overview:  
First Class Independent Financial Services Firm located in downtown Hendersonville seeks a high- energy professional to provide part time customer service and administrative support. The ideal candidate is honest, hardworking, ethical, friendly, has a high level of integrity and likes to take on a challenge.
Must be organized, possess strong attention to detail, able to work independently, comfortable on the phone and able to set Advisor's schedule. 
Experience in Microsoft is a plus
Financial services/banking, legal or real estate customer service experience is a plus

Summary of Responsibilities
This position provides client service support to the clients of Cano Wealth Strategies and assists the Operations Manager with administrative and marketing support in the day-to- day operations of the firm.

Principal responsibilities
•Answers the phone in a professional, cheerful and courteous manner
•Handle phone call requests from clients, when appropriate; transfers calls to advisor/manager, when required.
•Schedule meetings for advisor
•Help prepare for client meetings as directed by Operations Manager or advisor including generating reports
•Follow up on outstanding items from client meetings
•Meet with clients in person/zoom/phone to complete digital onboarding; ensure all required forms are completed fully and accurately.
•Track and follow up on all pending business paperwork and outstanding Commonwealth transactions
•Maintain appropriate turnaround time on all incoming items and paperwork
•Maintain up to date organized client files (hard copy and digital) as well as update client contact records using CRM system.
•Assist Operations Manager with marketing efforts
•Make recommendations to systemize and improve office efficiency and functioning

Required knowledge/skills/competencies
•Strong work ethic
•Ability to effectively prioritize workload and meet deadlines
•High attention to detail
•Ability to follow directions exactly
•Superior organizational skills
•Ability to interact with people across all levels of the business
•Sufficient patience to do repetitive work correctly
•Three years of experience in customer service; experience in financial services, banking, law or real estate office is a plus
•Proficiency with computer programs – MS word, excel, CRM etc

Dimensions
•Accuracy of work completed
•Positive client feedback
•Quality improvements implemented