Join Today: Customer Care Professional (work from home part time)
Unlock your potential with a new role at workwarp as a Customer Care Professional! Whether you're in our Remote hub or working remotely, you'll be a core part of the team. This position requires a strong and diverse skillset in relevant areas to drive success. Your contribution will be valued, with a compensation package starting at a competitive salary. Â Â Our Industry & About us:
Rowland Investisure serve locations across the US. What we do is help institutions with investing, retirement planning, 401k, IRAs, stocks bonds, mutual funds, life insurance, college funding for kids, you name it, we can help. We even help people save on taxes for businesses and financial purposes, timing in our industry is crucial, money is constantly moving, seeing close to 3 trillion dollars moving annually.
Why this industry?: People are trying to take back control of their pensions, property, and investment accounts. Then people working in different markets as well, such as Millennials and Gen Z are learning about it. So we have the capability of sitting with people to give them better options for their future, and provide educational information to help them understand their options. Our moto is, leave no families left behind!
Role overview:
As a Financial Service Client Representative, youÂll work directly with financial advisors to support their efforts with clients in growing their client base. YouÂll be responsible for operational tasks and completing follow-ups, working to ensure our clients are well-served.
Job Duties as a Financial Service Client Representative:
 Support the onboarding process for new clients and manage accounts
 Working with clients to ensure their dashboard accurately collects all relevant personal and financial information
 Consolidating accounts and keeping information confidential
 Facilitate the collection of necessary statements/documents to transfer accounts to other accounts
 Track the transfer process to ensure the cost basis is transferred over accurately and efficiently
 Work with the operations team to facilitate the transfer process and track the status of each account transfer
 Maintain relationships with existing clients and hunting for new clients
 Ensuring that a proactive quarterly check-in is completed for all clients
 Proactively take responsibility for client requests by asking for help and anticipating what their next questions or needs might be
 Responding to all client inquiries about the Dashboard in Intercom, client support inbox, client team inbox, internal issues reported, and feedback forms submitted from clients
 Support in preparation and follow-up for client and prospective client meetings
 Escalate issues technical help, documenting updates, communicating to relevant stakeholders, and seeing it through to resolution
 Cataloging client feedback for product leads so that ideas can be incorporated into the product roadmap
Qualifications:
 Business Development and Account Management experience A+
 Willing to obtain a license or already having a license A+
 Enjoy client services and create meaningful relationships with clients
 Customer service skillset, sales background, and past remote work experience
 A self-starter, independent, and entrepreneur-minded as aFinancial Service Client Representative
 Ability to act thoughtfully with teams across the company to articulate any recommendations
 Impeccable follow-through, for clients, the executive team, and cross-functional teams
 Outgoing personality and ability to adjust communication style based on a prospects/clients needs and attitude
 Entry-level for transferrable skills for aFinancial Service Client Representative
Working at Rowland Investisure
Rowland Investisure is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.
Compensation & Benefits:
$100,000-$250,000 commission only, 401K, unlimited time off, equity compensation, and retirement benefits.
Please note: this is a fully remote role.
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MbhY5MBuxM Apply Job! Simple Application ProcessReady to join us? The first step is easy. Click apply now and we'll be in touch soon!
Apply Now
Rowland Investisure serve locations across the US. What we do is help institutions with investing, retirement planning, 401k, IRAs, stocks bonds, mutual funds, life insurance, college funding for kids, you name it, we can help. We even help people save on taxes for businesses and financial purposes, timing in our industry is crucial, money is constantly moving, seeing close to 3 trillion dollars moving annually.
Why this industry?: People are trying to take back control of their pensions, property, and investment accounts. Then people working in different markets as well, such as Millennials and Gen Z are learning about it. So we have the capability of sitting with people to give them better options for their future, and provide educational information to help them understand their options. Our moto is, leave no families left behind!
Role overview:
As a Financial Service Client Representative, youÂll work directly with financial advisors to support their efforts with clients in growing their client base. YouÂll be responsible for operational tasks and completing follow-ups, working to ensure our clients are well-served.
Job Duties as a Financial Service Client Representative:
 Support the onboarding process for new clients and manage accounts
 Working with clients to ensure their dashboard accurately collects all relevant personal and financial information
 Consolidating accounts and keeping information confidential
 Facilitate the collection of necessary statements/documents to transfer accounts to other accounts
 Track the transfer process to ensure the cost basis is transferred over accurately and efficiently
 Work with the operations team to facilitate the transfer process and track the status of each account transfer
 Maintain relationships with existing clients and hunting for new clients
 Ensuring that a proactive quarterly check-in is completed for all clients
 Proactively take responsibility for client requests by asking for help and anticipating what their next questions or needs might be
 Responding to all client inquiries about the Dashboard in Intercom, client support inbox, client team inbox, internal issues reported, and feedback forms submitted from clients
 Support in preparation and follow-up for client and prospective client meetings
 Escalate issues technical help, documenting updates, communicating to relevant stakeholders, and seeing it through to resolution
 Cataloging client feedback for product leads so that ideas can be incorporated into the product roadmap
Qualifications:
 Business Development and Account Management experience A+
 Willing to obtain a license or already having a license A+
 Enjoy client services and create meaningful relationships with clients
 Customer service skillset, sales background, and past remote work experience
 A self-starter, independent, and entrepreneur-minded as aFinancial Service Client Representative
 Ability to act thoughtfully with teams across the company to articulate any recommendations
 Impeccable follow-through, for clients, the executive team, and cross-functional teams
 Outgoing personality and ability to adjust communication style based on a prospects/clients needs and attitude
 Entry-level for transferrable skills for aFinancial Service Client Representative
Working at Rowland Investisure
Rowland Investisure is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.
Compensation & Benefits:
$100,000-$250,000 commission only, 401K, unlimited time off, equity compensation, and retirement benefits.
Please note: this is a fully remote role.
Powered by JazzHR
MbhY5MBuxM Apply Job! Simple Application ProcessReady to join us? The first step is easy. Click apply now and we'll be in touch soon!
Apply Now