Client Services Representative (Banking) jobs in Erie, PA

Client Service Representative/New Business Processor at West Advisory Group

Envision a role where your talents in finance, insurance, and customer service pave the way to boundless opportunities. Meet West Advisory Group, an innovative firm excelling in retirement planning, wealth management, and investment advice, prospering in Erie, PA. Our mission is to escort our clients into their retirement years with assurance and safety. At this moment, we are on the search for an outstanding Client Service Representative/New Business Processor to enhance our vibrant team.

The Role (We will train the right person!)

Your mission is to be the backbone of our client experience. From processing new business applications to ensuring our existing clients feel valued and supported, your role is crucial in our shared success. You'll be the wizard behind the curtain, ensuring every i is dotted and every t is crossed regarding applications and paperwork, especially for fixed-index annuities and life insurance.

Responsibilities:

• Masterfully process new client business and paperwork, with a sharp eye for details.
• Be the go-to person for account opening, servicing paperwork, and processing, ensuring a smooth experience for our clients.
• Collaborate with our team to enhance client satisfaction and retention.
• Embrace continuous learning to stay atop industry trends and our internal processes.

Qualifications and Skills:

• Experience in financial services, banking, or insurance, especially with fixed-indexed annuities is a plus, but not required if you have the skills, ability and attitude.
• A knack for managing details, paperwork, and numbers.
• Team player, reliable, and coachable spirit.
• Strong desire to help people and make a meaningful impact.
• Motivated, hard-working, and slightly money-driven to seize the vast opportunities here.

Why Us?

Joining West Advisory Group is about more than just a job. It's about being part of a family that values growth, both for our clients and our team. You'll have the chance to advance, taking on new responsibilities and shaping your career path. This role is perfect if you're feeling stuck or ready for a significant step forward. We're a people-first, sales-driven business where your work directly contributes to our mission of helping more people live better financial lives.

Stand Out and Make a Difference

This isn't just another job opening. It's your ticket to a fulfilling career with a team changing lives daily. If you're ready to make a leap, apply now. Don't miss out on the opportunity that could redefine your future.

Note: This position is based in our Erie, PA office and is unavailable for remote work.

West Advisory Group is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Take the Next Step

If you're eager to bring your talents to a place where you can make a real difference, we want to hear from you. Apply today and explore how you can join our journey to success.

Job Type: Full-time

Pay: $40,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Compensation package:

• Bonus opportunities

Schedule:

• 8 hour shift
• Monday to Friday
• No nights
• No weekends

Ability to Relocate:

• Erie, PA 16508: Relocate before starting work (Required)

Work Location: In person