Client Service Representative

Capital Partners Mortgage LLC

Irvine, California, US
Base: $47,738-$76,381; bonus/equity: individual an...
High-volume inbound phone calls
Relay complex financial information
Establish trust and provide solutions
As a Client Services Representative, you’ll take high-volume inbound phone calls from shareholders, financial professionals, and internal colleagues, helping callers feel comfortable and supported while they’re making significant financial decisions

Job Summary

  • As a Client Services Representative, you’ll take high-volume inbound phone calls from shareholders, financial professionals, and internal colleagues, helping callers feel comfortable and supported while they’re making significant financial decisions.
  • The company fosters a culture designed to celebrate differences, believing that belonging leads to better outcomes and a stronger community of associates united by their mission.
  • You’ll receive a competitive salary, bonuses and benefits, with a company-funded retirement contribution factoring in salary and variable pay, including bonuses.

Matching Summary

As a Client Services Representative, you’ll take high-volume inbound phone calls from shareholders, financial professionals, and internal colleagues, helping callers feel comfortable and supported while they’re making significant financial decisions.

Salary

Base: $47,738-$76,381; Bonus/Equity: Individual annual performance bonus, Capital's annual profitability bonus; Benefits: Company-funded retirement contribution (15% of eligible earnings), generous time-away, health benefits, charitable contribution matching

Skills & Requirements

Must-have

  • High-volume inbound phone calls
  • Relay complex financial information
  • Establish trust and provide solutions
  • Customer support or client service experience
  • Dependable and reliable
  • Action oriented problem solving

Nice-to-have

  • Authentic and respectful
  • Engage clients consultatively
  • Desire to learn mutual fund industry
  • Fostering a strong sense of belonging
  • Celebrate differences and diverse perspectives

Key Requirements

  • 2+ years customer support or client service experience
  • Proven communication skills
  • Critical thinking and problem-solving skills
  • Detail orientation and accuracy
  • Ability to multitask and manage priorities
  • High learning agility
  • Ability to work overtime hours

Work Rights

Not specified

Tailored Resume

Cover Letter