What are the responsibilities and job description for the Client Services Representative position at TalentRemedy?
Are you a detail-oriented financial services professional who thrives in a client-facing role?
A well-established, client-focused investment advisory and brokerage firm is seeking an experienced Client Service Representative (CSR) to support senior advisers and help deliver exceptional service to high-net-worth individuals, families, trusts, and organizations.
This is a highly visible role where you’ll build relationships, solve problems, and play a key part in the client experience.
What You’ll Do
✔ Serve as a primary point of contact for clients (phone & in-person)
✔ Process new accounts and service requests accurately and efficiently
✔ Research and resolve account inquiries
✔ Prepare financial planning and meeting materials
✔ Maintain CRM (Redtail) and work within platforms such as Albridge, FI360, and NaviPlan
✔ Coordinate adviser schedules and support operations/compliance
✔ Collaborate with custodians (including Pershing)
What We’re Looking For
- 3 years in a CSR or similar financial services role
- Series 7 & 63 preferred but not required
- Strong organizational and communication skills
- High attention to detail
- Professional presence and commitment to confidentiality
- Self-starter who takes ownership and follows through
- Proficiency in Microsoft Office 365 (Word, Excel, PowerPoint)
If you’re looking for a long-term opportunity where client service truly matters, we’d love to connect.
Apply directly or message me for more details!