Client Services Representative

Role Overview

This person supports Financial Advisors with running their day-to-day Investment practice while enhancing the customer service level and experience. This role works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies.

What You Will Do

Act as a liaison between the registered representatives and their clients, answer phones, schedule appointments, prepare materials for client meetings, aid registered representatives in preparing client illustrations, and maintain client records and retention management.

Why It Might Be a Fit

This role is a great opportunity for individuals who are detail-oriented, have excellent communication skills, and are able to work in a fast-paced environment. The ideal candidate will have experience in an administrative or customer service role and be proficient in Microsoft Office tools.

Requirements

• High School Diploma or GED
• Experience in an administrative or customer service role
• Strong time management skills
• Excellent written and verbal communication skills
• Proficient in Microsoft Office tools (Word, Excel & PowerPoint)

Benefits

• Competitive salary
• Performance-based bonus
• Inclusive health, dental, vision and life insurance plans
• Easy access to mental health benefits
• 20 plus days of paid time off (PTO)
• Paid holidays
• 2 paid wellness days
• 401(k) Savings plan with a generous company contribution
• Paid parental leave
• Health Savings and Flexible Spending Account options
• Employee Assistance Program (EAP)
• LifeLock
• Pet Insurance