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Client Services Representative
4 months ago
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.
