Inbound Sales Support Specialist
As an Inbound Sales Support Specialist at Cerity Partners, you will play a crucial role in managing public interactions with the firm. Your primary responsibilities will be to handle all initial inbound phone calls, website chats, and form fills for the firm. You will serve as the first point of contact, providing exceptional customer service and ensuring a positive representation of our firm and teams.
This role handles the routing of inbound communications to advisors across the country, the Marketing and Operations teams, and other areas of the firm.
In addition to being a key connector within our firm, you will collaborate closely with the Marketing Team to ensure all individuals who encounter Cerity Partners’ services are met with professionalism and enthusiasm.
Primary Responsibilities:
Manage all initial inbound calls, website chats, and inquiries to the firm.
Route inbound requests and queries to the appropriate firm contact.
Represent Cerity Partners with the utmost professionalism and positivity.
Record and report on inbound interactions.
Other administrative tasks as needed.
Ideal Candidate Profile:
Proven success in customer service, either in person or online.
Exceptional written and verbal communication skills.
Strong organizational abilities and a desire to learn in a fast-paced environment.
Interest in the wealth management industry.
Proficiency in Microsoft Office (advanced Excel skills not required).
CRM and marketing automation experience is a plus but not required.
Additional Details:
Opportunity to work closely with experienced colleagues in a collaborative environment.
Commitment to delivering a world-class customer experience and upholding the firm's high standards.
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.