Hisenvoysgroup

Client Relations Specialist I

Hisenvoysgroup

1 year ago
Colorado Springs, Colorado
Onsite
Full Time
Junior
0 applicants
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Hisenvoysgroup
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About this role

A Client Services Representative at HIS Envoys Group supports clients with retirement planning, account management, and compliance, while ensuring accurate information and resolving complex issues.

Skills

Qualifications

High School Diploma or GEDCollege Coursework or Degree1-3 Years in Customer Service or Benefits AdministrationASPPA CredentialsSeries 65, 63, 7, or Related Licenses
Hisenvoysgroup

About Hisenvoysgroup

hisenvoysgroup.com

HIS Envoys Group (Harvest and Envoy) is a faith-based financial services organization that helps families, churches, and organizations manage resources through the lens of biblical stewardship. They offer financial guidance, stewardship education, and organizational support designed to align financial decisions with Christian values and mission. HIS Envoys focuses on practical tools and coaching to help clients steward assets responsibly and sustain their ministries and households.

About Hisenvoysgroup

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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