1 Job in Alexandria, VA
MCLAUGHLIN RYDER INVESTMENTS, INC. is Hiring a Client Services Representative Near Alexandria, VA
Client Services Representative
General Overview
McLaughlin Ryder Investments, Inc. (MRI) is a well-established and reputable dually registered broker-dealer and investment advisor. With a focus on the best interests of our clients, we provide comprehensive brokerage and wealth management services to a diverse range of individuals, trusts, estates, family offices, charitable organizations, employer-sponsored retirement plans, and businesses.
Job Summary
We seek a highly motivated, experienced, and registered Client Service Representative (CSR) to join our dynamic firm. As a CSR, you will be a vital contributor to maintaining strong client relationships and delivering exceptional service. This is an exciting opportunity to work in an environment that encourages professional growth and fosters collaboration.
Professional and Personal Qualifications
• Minimum registration of Series 7 and 63 licenses
• Minimum three years of experience in a CSR role or equivalent.
• Exceptional organizational, interpersonal, oral, and written communication skills.
• Self-starter with the ability to independently manage projects and follow through to completion.
• Demonstrated a sense of responsibility and ownership of assignments.
• Proficient computer skills, including MS Word, Excel, Outlook, and PowerPoint.
• Professional attitude and appearance.
Primary Responsibilities
• Assist senior-level representatives and advisers in delivering exceptional service to clients.
• Process new account applications and account service requests accurately and efficiently.
• Engage directly with clients, providing support both over the phone and in person.
• Perform administrative duties, including answering phones, taking messages, and greeting clients.
• Collaborate with external vendors, including our primary custodian, Pershing, to facilitate client accounts and transactions.
• Schedule adviser meetings and appointments.
• Maintain and update client relationship management (CRM) software (Redtail).
• Prepare comprehensive meeting documents using industry-standard tools such as Albridge, FI360, and Advicent.
• Create client financial planning documents to support representatives and advisers.
• Troubleshoot, research, and resolve client inquiries regarding their accounts.
• Proactively engage with clients through initiatives such as birthday and thank you notes, and sharing relevant articles.
• Contribute innovative ideas to enhance client service and improve processes.
• Organize logistics for team events, ensuring successful coordination.
• Adhere to company policies and maintain strict confidentiality.
• Work closely with the Compliance and Operations departments.
• Perform other assigned duties as necessary.
Work Hours: Monday to Friday, 8:30 am - 5:00 pm
Location: Old Town Alexandria, VA
We offer a competitive starting salary of $75,000 (negotiable based on experience and qualifications), along with medical, vision, and dental benefits, 401(k) retirement plan, short-term disability, long-term disability, and life insurance.
Join our dedicated team of professionals at MRI and make a meaningful impact in the lives of our clients. Apply today by submitting your updated resume, and take the first step towards a rewarding career in client service.
Job Summary
Full Time
$46k-59k (estimate)
06/10/2024
11/16/2024
The job skills required for Client Services Representative include Client Service, Initiative, Written Communication, Wealth Management, CSR, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Representative positions, which can be used as a reference in future career path planning. As a Client Services Representative, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Representative. You can explore the career advancement for a Client Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Representative job description and responsibilities
Providing the clients with product and service knowledge.
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The Client Services Representative performs Masterfile maintenance and quality control, facilitates requests supporting audit exams and reviews, ad-hoc regulatory requests and self-testing.
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The Client Services Representative provides various customer service functions that support the patient care units and off-site lab customers.
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The Client Services Representative reflects the mission, vision, values of NM and adheres to the organization's Code of Ethics and Corporate Compliance Program. Complies with all relevant policies, procedures, guidelines, other regulatory and accreditatio
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Planning and making a schedule for the monthly meetings with the clients.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Representative jobs
A Client Services Representative needs to be familiar with every part of a site.
01/02/2022: Fargo, ND
Representatives who work for utility and telecommunications companies may help customers with service problems, such as outages.
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Review the job description for a Client Services Representative.
01/01/2022: Carson City, NV
The CSR works is to set expectations for both the client and the specialist so that realistic goals are set and achieved.
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The representative may be seated at a desk or workstation, or they may be on the phone with clients.
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Step 3: View the best colleges and universities for Client Services Representative.
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