Client Services Representative | Asset Management Services

Willenborg Wealth Management

Memphis, TN, US
Base salary components included; + compensation ma...
Hybrid
Hybrid work model with 2-3 days onsite
Phone and email inquiry handling
Problem resolution coordination
This position acts as a liaison between branches and the home office to assist clients with inquiries and issue resolution

Job Summary

  • This position acts as a liaison between branches and the home office to assist clients with inquiries and issue resolution.
  • The role requires working a hybrid schedule with 2-3 days per week at the Memphis, TN corporate office.
  • Employees are eligible for a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

This position acts as a liaison between branches and the home office to assist clients with inquiries and issue resolution.

Salary

Base salary components included; Additional compensation may include bonuses or commissions; Benefits package includes medical, dental, vision, and retirement

Skills & Requirements

Must-have

  • Hybrid work model with 2-3 days onsite
  • Phone and email inquiry handling
  • Problem resolution coordination

Nice-to-have

  • Ability to coach less experienced staff
  • Strong organizational and prioritization skills
  • Willingness to provide feedback to departments

Key Requirements

  • Bachelor's degree or High School diploma required
  • 4 to 6 months of general work experience
  • No specific licenses or certifications required

Work Rights

Not specified

Tailored Resume

Cover Letter