Client Services Representative
1 month ago
About Us:
Howell Financial Group is a leading financial services firm committed to providing personalized solutions for individuals, families, and businesses. We offer a wide range of services, including investment management, retirement planning, estate planning, and wealth management. Our team is dedicated to delivering exceptional service and customized financial strategies to help our clients achieve their financial goals.
Position Overview:
We are seeking a motivated and detail-oriented Client Services Representative to join our team. The successful candidate will play a key role in building and maintaining client relationships by providing exceptional support and ensuring a seamless experience for our clients. The ideal candidate will have strong communication skills, a client-focused mindset, and the ability to work in a fast-paced financial services environment.
Key Responsibilities:
- Act as the first point of contact for clients, addressing inquiries via phone, email, and in-person
- Assist clients with account-related questions, transactions, and updates, ensuring timely and accurate responses
- Provide administrative support to financial advisors, including scheduling meetings, preparing documentation, and managing client information
- Process and monitor account applications, transfers, and transactions
- Resolve client issues or concerns by liaising with internal departments to ensure client satisfaction
- Maintain up-to-date knowledge of financial products, services, and regulatory requirements
- Help organize client events and educational seminars
- Ensure client confidentiality and compliance with industry regulations
Qualifications:
- Bachelor’s degree in finance, business, or a related field (preferred but not required)
- Prior experience in client services or customer support, preferably in the financial services industry
- Strong communication and interpersonal skills
- Detail-oriented with excellent organizational skills
- Ability to multitask and prioritize tasks effectively
- Proficient in Microsoft Office Suite (Word, Excel, Outlook)
- Familiarity with financial services software (CRM systems, account management tools) is a plus
- FINRA Series 6, 7, 63, 65 or 66 license is a plus but not required (willingness to obtain these licenses may be required)
Why Join Us?
- Competitive salary and benefits package
- Opportunities for professional development and growth
- A dynamic and collaborative work environment
- Beautiful new office space in North Dallas (Q4 2024)
- Contribution to impactful financial services that make a difference for our clients
How to Apply:
Interested candidates should send their resume and a cover letter to jhowell@howellfinancial.com with the subject line "Client Services Representative Application – [Your Name]".
Application Deadline: November 1st, 2024
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