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Customer Service Specialist

The Quantum Group, USA, LLC • Scottsdale, AZ 85261 • Posted 4 days ago via LinkedIn

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In-person • Full-time • Entry Level

Job Highlights

Using AI ⚡ to summarize the original job post

The Client Services Specialist at Quantum is a non-sales account manager within the Operations team, responsible for reviewing new business applications for various annuity products, providing superior service to clients, and managing their accounts through pre and post sales issues. This role involves managing a client account list and assisting the internal sales team to process business, with the opportunity to be bonused based on sales numbers.

Responsibilities

  • Review new business applications for various annuity products
  • Provide superior service to clients
  • Manage client accounts through pre and post sales issues
  • Manage a client account list
  • Assist the internal sales team to process business
  • Build relationships with client list accounts
  • Manage day to day business with Quantum

Qualifications

Required

  • Exceptional client service and relationship building skills
  • Professional written and verbal communication skills
  • Solid organizational, time management, and problem-solving skills
  • Ability to work accurately and meet follow-up deadlines with frequent interruptions
  • Ability to work in a fast-paced environment
  • Ability to interact with all levels within Quantum and its clients
  • Demonstrated ability to work effectively as a part of a team

Full Job Description

Quantum is a dynamic and fast growing financial company in North Scottsdale and we have an opportunity for Client Services within our Operations team. This is a non-sales account manager in our client services department reporting in to the Operations Manager.


The Client Services team reviews new business applications for various annuity products, provide superior service to our clients and manage their accounts through pre and post sales issues. This role manages a client account list and provides assistance to the internal sales team to process business. You are eligible to be bonused on those sales numbers, so you have skin in the game. If you are ready to build relationships with your client list accounts and manage their day to day business with Quantum, we have the job for you.


Qualifications

  • Exceptional client service and relationship building skills
  • Professional written and verbal communication
  • Solid organizational, time management and problem-solving skills and the ability to work accurately and meet follow-up deadlines with frequent interruptions
  • Work in a fast-paced environment and interact with all levels within Quantum and its clients
  • Demonstrated ability to work effectively as a part of a team


All applicants are required to take a PI Survey. All employees are subject to a background check prior to hire. We offer a competitive compensation and benefits package to include medical, dental, life, flexible spending and 401(K). Quantum is an equal opportunity employer.