Benefits at Western & Southern Financial Group

Provide guidance and direction to Staff Managers and associates of the Agency. Responsible for ensuring the effective execution of the Agency System to achieve Agency objectives. Drive Financial Representative retention, sales growth, client retention, and implement sales processes, brand awareness, and recruiting strategies within the market.

The Client Support Specialist provides timely and courteous service to internal and external clients by researching, analyzing, and resolving service requests and complaints. Responsibilities include providing professional and courteous service, supporting marketing and recruiting efforts, retaining clients, maintaining accurate documentation, and fostering a culture of open communication and teamwork within the Agency.

Client Support Specialist providing timely and courteous service to clients by resolving service requests, answering questions, processing payments, and providing recruiting and marketing support. Collaborates with various departments, maintains accurate information, and fosters open communication within the agency. Responsible for client retention and maintaining marketing materials. Reports to Operations and Support Supervisor and performs bank deposit transactions.