Client Services Representative

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⛰️ Colorado, Kansas – Remote

⛰️ Colorado – Remote 🌪️ Kansas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

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Everence Financial

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1945

🛡️ Insurance

💼 Consulting

🏥 Healthcare

Insurance • Consulting • Healthcare

Everence Financial is a financial services organization that provides banking and account-related services to customers, with online sites and account access that may be restricted by geographic region. The company offers customer support via phone and email to help existing account holders and visitors who encounter access or account information issues.

📋 Description

• Support the sales efforts of associated Everence offices • Provide technical expertise and clerical and administrative support for financial consultants • Deliver customer service to policyholders, members, prospects, and staff • Use the Everence client database system (CRM) to manage client data and office processes • Maintain knowledge of Everence investment and insurance products, paperwork, workflow systems, and compliance regulations • Prepare investment reviews, correspondence, client reports, appointment materials, and mailings • Maintain product forms, investment materials, compliance records, and client files in hard copy, CRM, and OnBase • Prepare applications and service request forms using LaserApp and DocuPace; process and forward applications • Monitor pending trades and account activity; send confirmations and thank-you letters • Provide updates to consultants and clients during money movement processes • Manage customer inquiries regarding products and services • Process communication approvals through the Broker-Dealer compliance system • Schedule appointments, answer and screen phone calls, and route calls appropriately • Perform clerical and office tasks including filing, scanning, faxing, copying, mail processing, supply ordering, and shredding oversight • Gather and submit expenses and manage office details • Handle marketing and mailing projects and other assigned projects • Input client data using Financial Profiles software • Attend scheduled team meetings and conference calls

🎯 Requirements

• Prefer at least two years of college or specialized training • Prior experience in financial services or the insurance industry is preferred • A minimum of two years of administrative support experience preferred, including proficiency in using Microsoft Office software • Must have experience or aptitude to learn PC-based software programs • Proficient with phone skills • Proven organizational skills and strong attention to detail • Problem-solving abilities • Sensitivity to confidentiality of information • Ability to handle multiple tasks and interruptions efficiently, calmly, and courteously • Ability to relate and communicate well with all contacts, internal and external • Ability to handle difficult situations with tact and diplomacy • Excellent written and verbal communication skills, with good grammar and spelling • Ability to meet the public in a professional and friendly manner • Enthusiastic alignment with the mission of Everence • Preference given to KS; Denver, CO, Goshen, IN, or remote also considered

🏖️ Benefits

• Benefits information is provided in the linked "Everence Benefit Outline FT 2026.pdf"; specific benefits are not included in the posting text.