Client Services Representatives will work closely with the Financial Advisor to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Client Services Representative help increase productivity by providing client servicing and integrated operations support.

Specific responsibilities include but will not be limited to:

Advisor and Service Support

• Collect materials for preparation of client review meetings. This includes an agenda, existing plan, summary documents, current investment statements, performance reports and marketing materials.
• Collaborate with Advisors to deliver consistent servicing aligned with wealth management best practices for the firm’s clients and prospects.
• Confirm client appointments.
• Prepare all materials and information needed to support insurance policy underwriting and investment account creation process.
• Process, or collaborate with others to complete insurance and investment service requests such as name and address changes, beneficiary changes, and updates to billing information to facilitate the collection of payments.
• Manage workflow to and from clients and Advisors. Track the status of client activities through case notes, task creation, and opportunities in the Client Relationship Management system.

Qualifications/Education and Industry Experience

Required

• Strong attention to detail, accuracy, and follow-through
• Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others
• Ability to manage workflow and organize tasks

Additional Desired Skills

• Coachable, and passionate about learning and growing with the firm
• Self-aware and willing to be vulnerable
• Team player with a “we can do it!” mentality

Preferred (but not required)

• Life, Accident & Health Insurance licenses (required or able to obtain within 30 days)
• Series 7 or 6 & 63 (required or able to obtain within 90 days)
• Bachelor’s Degree in business, finance and/or related field
• 1-3 years of financial planning, banking, or client servicing experience

Career Growth Track Opportunites

• Insurance Operations Specialist
• Investment Operations Specialist
• Associate Advisor

Job Type: Full-time

Pay: $45,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Financial planning/Client servicing: 1 year (Preferred)

Work Location: In person