Customer Service Representative

Are you someone who enjoys helping people, solving problems, and being part of a professional team that is growing fast?

Herbert Financial Group is expanding, and we are looking for a reliable, positive, and solution-oriented Customer Service Representative to join our office.

This is more than a customer service job, it is an opportunity to build a long-term career in the financial services industry, gain professional skills, and grow within a structured organization.

You will be the first point of contact for clients, helping guide them through our process and ensuring they receive excellent service and clear communication.

We value professionalism, responsibility, and a strong desire to learn.

Herbert Financial Group is a growing financial services and tax advisory firm dedicated to helping individuals, families, and businesses achieve their financial goals. We provide tax, accounting, financial planning, and insurance solutions with a commitment to integrity, professionalism, and exceptional client service. Our team-oriented culture values expertise, continuous learning, and long-term career growth.