Customer Service Representative

Join Summit Solutions as a Customer Service Representative, where your role goes beyond the title. You'll be the heart of a client-focused mission, supporting individuals and families in their journey towards financial empowerment. Working closely with our seasoned Financial Advisor, you'll provide an exceptional client experience from the first interaction onward. Your ability to coordinate appointments, manage communications, and assist with administrative processes will ensure clients feel informed and valued throughout their financial planning journey.

We're looking for someone who is organized, personable, and genuinely enjoys helping others. You'll connect with clients through phone, email, text, virtual meetings, and occasionally in person, all while maintaining a high standard of professionalism and customer service. This role offers flexible full-time or part-time hours, making it an ideal opportunity for those seeking to build a career in financial services within a supportive, growth-oriented environment. At Summit Solutions, you're not just filling a role—you're contributing to a bigger vision of helping people move forward with clarity and confidence.

Responsibilities

• Engage with clients through various communication channels to ensure they feel supported and valued.
• Coordinate and schedule appointments, ensuring seamless interactions between clients and our Financial Advisor.
• Manage and organize client communications, keeping everyone informed and up-to-date.
• Assist with administrative tasks to streamline processes and enhance client experiences.
• Actively listen to client needs and provide thoughtful, timely responses.
• Collaborate with team members to continuously improve client service approach.
• Maintain a high standard of professionalism in all client interactions, fostering trust and confidence in our services.

Qualifications

• Experience in customer service, preferably within the financial or education sectors.
• Ability to manage multiple tasks efficiently, ensuring timely completion of client requests.
• Proven track record of maintaining accurate records and managing data with attention to detail.
• Strong communication skills, both written and verbal, to effectively interact with clients and team members.
• Proficiency in using office software, including spreadsheets and scheduling tools, to enhance productivity.
• Ability to work collaboratively in a team-oriented environment, supporting colleagues and contributing to shared goals.
• Experience in coordinating appointments and managing calendars to optimize scheduling and client interactions is a plus.

About the company

Summit Solutions is a client-focused organization dedicated to helping individuals and families improve their financial awareness, decision-making, and long-term outcomes. Led by an advisor with over 30 years of experience in education, client service, and personal development, our mission is centered on growth, impact, and meaningful relationships.

We pride ourselves on creating a supportive, purpose-driven environment where both clients and our team members can thrive. At Summit Solutions, you’re not just filling a role—you’re contributing to a bigger vision of helping people move forward with clarity and confidence.