Client Services Representative

This is a fully remote position, open to applicants in Colorado, +1 more state.

📋 Description

• Assist in the sales initiatives of associated Everence offices.

• Offer technical knowledge along with clerical and administrative support for financial consultants.

• Provide exceptional customer service to policyholders, members, prospects, and staff.

• Utilize the Everence client database system (CRM) to oversee client information and office workflows.

• Stay informed about Everence investment and insurance offerings, paperwork, workflow systems, and compliance standards.

• Prepare investment reviews, correspondence, client reports, appointment materials, and mailings.

• Organize product forms, investment materials, compliance documentation, and client files in physical, CRM, and OnBase formats.

• Complete applications and service request forms using LaserApp and DocuPace; process and submit applications.

• Monitor pending trades and account activities; send confirmations and thank-you notes.

• Provide updates to consultants and clients throughout money movement processes.

• Address customer inquiries related to products and services.

• Process communication approvals via the Broker-Dealer compliance system.

• Schedule appointments, handle phone calls, and appropriately route calls.

• Execute clerical and office duties including filing, scanning, faxing, copying, mail handling, supply purchasing, and shredding oversight.

• Collect and submit expenses while managing office details.

• Oversee marketing and mailing initiatives along with other assigned projects.

• Input client data using Financial Profiles software.

• Participate in scheduled team meetings and conference calls.

⛳️ Requirements

• Preferably possess at least two years of college education or specialized training.

• Previous experience in financial services or the insurance sector is advantageous.

• A minimum of two years of experience in administrative support is preferred, including proficiency with Microsoft Office software.

• Must have experience or a willingness to learn PC-based software applications.

• Proficient in telephone communication skills.

• Demonstrated organizational abilities and a keen attention to detail.

• Strong problem-solving capabilities.

• Awareness of confidentiality concerning sensitive information.

• Capability to manage multiple tasks and interruptions effectively, calmly, and courteously.

• Ability to build rapport and communicate effectively with all contacts, both internal and external.

• Skill in handling challenging situations with tact and diplomacy.

• Excellent written and verbal communication skills, with proper grammar and spelling.

• Capacity to engage with the public in a professional and friendly manner.

• Enthusiastic alignment with Everence's mission.

• Preference will be given to candidates from KS; consideration for candidates from Denver, CO, Goshen, IN, or remote locations is also available.

🏝️ Benefits

• Benefits information can be found in the linked "Everence Benefit Outline FT 2026.pdf"; specific benefits are not detailed in the posting text.