Strategic Financial Solutions

  • New Client Enrollment Representative-(Williamsville)

    Job Locations US-NY-Buffalo
    Customer Service/Support
    Job ID
  • Overview

    Is helping people something you care about?

    Do you enjoy talking on the phone?

    Do you like solving problems?

    If you answered yes to these questions, then this is the right job for you!We are seeking a dynamic individual to assist our team of sales consultants. We are a quickly growing financial consulting firm looking for a proactive team player with previous experience in a fast paced environment. The position will assist a team of inside sales reps in all areas of the sales cycle to ensure greatest results. The ideal candidate must be highly motivated and able to work independently. A great opportunity for recent graduates to learn a wide variety of skills!  Our ideal candidate would be an organized and diligent team-oriented individual who excels in professional conversations with clients as well as someone willing to go above and beyond their day to day duties to really add value to a growing organization.




    • Providing administrative support to the sales team
    • Provide superior customer service
    • Entering leads and conducting client analysis
    • Completing client compliance calls
    • Produce reports based on client data
    • Completing various ad-hoc projects
    • Draft and create contracts to begin client enrollment process



    • Proficiency in MS Office –particularly Excel
    • Internet and research savvy
    • Extremely organized and able to prioritize tasks
    • Superior organizational skills with meticulous attention to detail
    • Maintain professionalism and composure under pressure
    • Exceptional communication skills
    • Ability to prioritize and meet deadlines
    • Must be able to work a flexible schedule as necessary and open to taking on new tasks as necessary as the group grows. Great opportunity to contribute directly to the growth of a business






    The Fun Stuff

    • Competitive pay
    • Real time recognition leveraging internal social media
    • Monthly Team and facility events, quarterly team building outings and happy hours
    • Daily employee acknowledgement programs such as Cupcake Tuesdays and Wellness Wednesdays
    • Participation in Strategic Dreams program which makes several employee’s dreams come true each quarter
    • Heavy emphasis on training and development through introductory and ongoing training as well as industry/professional training programs

    Check us out on Facebook!


    A Little About Strategic:


    Strategic Financial Solutions is a leading consumer finance company that specializes in helping people that have too much credit card debt. We were recently named the 21st Best Company to Work for in New York by Best Companies to Work For and have been certified as a Great Place to Work 4 times.  Additional honors include being named, two times, as one of the 50 fastest growing companies in New York City and to the prestigious Inc. 500 list as one of the 500 fastest growing companies in the United States.



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