Customer Service Representative

Fairfax, VA
Sep 14, 2017
Sep 18, 2017
Customer Service
Full Time
Job DescriptionWe are seeking a Customer Service Representative/Account Manger to become an integral part of our team!WiserAdvisor (), headquartered in Fairfax, VA is a leader in digital marketing and lead-generation services. We are actively seeking motivated customer service representatives to help us grow our business. Our clients include independent advisors as well as regional and national financial firms.This position requires an energetic, detail-oriented and client-focused individual, who enjoys building relationships. We enjoy trusted partnerships with our clients and we expect the same from you. We are looking for a young (at heart) entrepreneurial professional with good business instincts, who takes charge and delivers! Attitude is everything!Responsibilities:Manage advisor accountsRespond to advisor inquiries and complaintsInitiate proactive calls to advisorsExplain service, renew and upgrade advisorsCheck SEC/FINRA database to ensure advisor qualificationsConducts monthly check-ins to ensure client successMinimum Requirements:Minimum 2- 3 years of account management/customer service experienceEffective communication skills, with an emphasis on verbal communication via phoneStrong knowledge of computers, internet/search engines, Excel, Word etc.Ability to work independently on multiple tasksStrong negotiation skillsAbility to thrive in a fast-paced environmentKnowledgeable with Internet Marketing, SEM, SEO and Financial Industry a plusWhy Work with us?WiserAdvisor is a dynamic environment, where motivated people find professional success every day. Founded in 1998, but still operates with the passion and excitement of a start-up. An ideal company for persons who seek challenges in growing a business within a high-performing team and who are looking for advancement opportunities.Compensation & Benefits:Competitive base salary and profit-sharing bonusMedical, dental, & 401KClass A building with cafe and gymDo You Envision Yourself Here With Us?Interested candidates, please send your resume & cover letter to the email below. We are an EOE. M/F/V/D.Job Type: Full-time Company DescriptionWiserAdvisor, the industry leader, is a online matching service that connects consumers to qualified financial advisors across the US. Since 1998, we have assisted millions of consumer's research and then be matched to our extensive network of advisors. To learn more visit: /

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