What are the responsibilities and job description for the Financial Services Representative position at TRC Talent Solutions?
A leading wealth management organization is seeking a Client Services Representative to join the team.
This role serves as a key partner to financial advisors, helping resolve client issues, coordinate account activity, and provide high-touch service in a regulated financial environment. Ideal for someone who enjoys relationship management and problem solving, but wants something more professional and consultative than a traditional call center role.
Key Responsibilities:
- Provide Support for Financial Advisors:
- Respond promptly and accurately to advisor inquiries to ensure they can serve their clients effectively.
- Troubleshoot and resolve operational challenges, including account setup, transaction processing, and service requests, by leveraging resources and collaborating with internal teams.
- Conduct detailed research to address complex or escalated issues, delivering well-documented and actionable solutions.
- Proactively identify trends or recurring issues and suggest process improvements to enhance the advisor experience.
- Maintain an up-to-date understanding of company systems, processes, and financial products to deliver comprehensive support.
- Ensure Compliance and Operational Excellence:
- Support adherence to regulatory requirements and operational standards.
- Assist in resolving compliance-related inquiries with precision and accuracy.
Requirements:
- Minimum of 2 years of experience in financial services or highly regulated industry
- Familiarity with CRM tools such as Salesforce.
- Skilled in client communication
- Demonstrated attention to detail
Salary : $40,000 - $50,000