Guerra Financial Group Customer Service Representative Miami, FL · Full time

Apply for Customer Service Representative

Join and grow with a reputable family owned and run Financial Advisory Firm. This is an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join an A-team.

Responsibilities/Tasks: 

• Receive incoming client service calls in a friendly manner 
• Schedule client appointments for advisors, both virtual and in-person 
• Set up client appointments including prepping the advisor on review summary
• Prepare client review summary for advisors’ upcoming appointments 
• Complete each service request and resolve client issues 
• Assist in trades, allocations changes, withdrawals, rollovers and transfers
• CRM data entry: input notes and keep updated
• Coordinate and follow up on each client transfer 
• Review client applications prior to submission 
• Maintain professional communication with clients and staff 
• Assist with client update reports and mailings 
• Assist in seeking new business opportunities with existing clients accounts
• Other tasks as assigned

Requirements/Skills: 

• Financial Industry experience preferred
• Securities and insurance licensed preferred or willing to obtain upon hire (sponsored)
• Experience with MS Office Suite and the ability to learn new software quickly
• Exceptional organizational skills 
• Strong phone presence 
• Excellent communication both written and verbal (English and Spanish preferred)
• Attention to detail and accuracy 
• Proactive management style and consistent follow-through
• Ability and willingness to learn the following concepts:
• Retirement Income Planning 
• Investment Planning 
• Tax Planning 
• Estate Planning 
• Healthcare Planning 

Benefits:

• Growth with and within Guerra
• Sponsored industry relevant licenses
• Paid Time Off: 12 - 20 days per year
• 401K or Roth matching plan
• Health Insurance stipend
• Industry travel and in-person training
• Access to personal financial planning

Who is Guerra Financial Group?

Guerra Financial Group is a family owned and run financial advisory firm located in Miami, FL. With 30+ team members we manage over $800 million for over 2,500 clients across the country. As fiduciary advisors, we create customized financial strategies that transform family legacies through retirement planning, insurance and asset protection planning, personal finance coaching, estate planning, tax preparation and planning.

Website: https://guerrafinancial.com/