Client Services Representative

Posted 4 Days Ago
Be an Early Applicant
Springfield, MO, USA
In-Office
Entry level
Insurance • Financial Services
The Role
Provides attentive, customer-focused service to clients regarding retirement and investment accounts. Responsibilities include accurately servicing client needs, multitasking, continuing to learn, and collaborating within a team while reporting to the Client Services Supervisor.
Summary Generated by Built In

Client Services Representative

The Client Services Representative will be responsible for delivering exceptional care for our clients related to their retirement and investment accounts. The ideal candidate will be a highly motivated and customer-focused individual who is attentive to details related to servicing clients, comfortable with multi-tasking, and understands the benefit of continual learning in a team environment. This position is responsible to and reports directly to the Supervisor of Client Services.

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The Company
HQ: Springfield, MO
60 Employees
Year Founded: 1998

What We Do

AGFinancial is a faith-based financial services organization serving individuals, churches, ministers, and ministries. It provides church loans and financing, investments, retirement planning, planned giving, and insurance. Combining competitive financial products with personalized support, it aims to promote personal financial health and ministry growth. Established to integrate the Assemblies of God’s stewardship and financial-service ministries, AGFinancial directs financial resources toward ministry impact.

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