Magellan Financial & Insurance Services, Inc Hiring for Customer Service Specialist at Lincoln, Nebraska Metropolitan Area Full Time

Company Info:

Join Stonebridge Insurance & Wealth Management in Lincoln, NE, an independent firm with over 15 years of excellence in wealth management and retirement planning. We’re dedicated to empowering clients to make sound financial decisions.

Position: Client Services Representative

Salary: $35,000-$45,000

Role Summary:

Become a key member of our team, focusing on client onboarding, addressing inquiries, managing crucial documentation, and enhancing client satisfaction to fuel company growth.

Main Duties:

• Streamline client onboarding.
• Provide superior client service.
• Oversee investment and insurance paperwork.
• Gather client feedback and assess satisfaction.
• Partner with the advisory team to achieve service goals.

Basic Requirements:

• High school diploma (Bachelor’s preferred).
• Experience in financial client service.
• Knowledge of investment or insurance paperwork.
• Strong communication, multitasking, and time-management skills.

Preferred Skills:

• Deep understanding of financial documents.
• Familiarity with the financial sector and products.
• Proficiency in CRM platforms.
• Problem-solving aptitude with a client-centric mindset.

Why Choose Stonebridge?

Join a progressive team that values innovation and career growth. Enjoy competitive pay, a supportive environment, and numerous advancement opportunities. Your efforts will directly benefit our clients, enriching your professional journey.

We ardently support diversity and inclusion, valuing the unique insights each employee brings.