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Sr. Client Service Representative
3 months ago
Senior Client Service Representative
Are you passionate about finance and dedicated to providing exceptional customer service? Our client seeks dynamic individuals to join their growing Senior Client Service Representatives team. If you thrive in a fast-paced environment, excel at communication, and are genuinely interested in helping clients achieve their financial goals, we want to hear from you
Founded in 1989, our client is a nationally recognized, independent financial advisory firm with offices in Overland Park, KS, Toledo, OH, Akron, OH, Dayton, OH, and Greensboro, NC. They serve a diverse clientele across net worth and household incomes. They provide personalized and comprehensive financial planning services, including retirement income planning, investment management, education planning, tax avoidance, estate planning, qualified plans, small business, and succession planning.
Benefits:
Our client values their employees' time and efforts. Their commitment to your success is enhanced by providing competitive compensation of $65k-$85k, depending on experience, and an extensive benefits package, including:
Group Health InsuranceLong-Term and Short-Term Disability Insurance401k with Employer MatchingDental/Vision InsuranceTuition ReimbursementParental LeavePTO that includes PTO for Volunteer WorkDependent Care for Flexible Spending AccountFlextime Policy Plus, they work to maintain the best environment for their employees, where people can learn and grow with the company. They strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to their processes, decisions, planning, and culture. To succeed, you should have:3+ years working in the financial services industryExcellent interpersonal skillsSold communication skills – the ability to communicate information and ideas in spoken or written form so that others will understand, with excellent grammar and phone/office etiquetteAbility to organize, prioritize, and manage multiple tasks, responsibilities, and deadlinesReliable internet research capabilities and stellar personal computer skills with proficiency in Microsoft Office SuiteEffective utilization of resourcesYour responsibilities as the Senior Client Service Representative:Serve as the dedicated Senior Client Service Representative to designated new and existing clients.Facilitate client service needs in collaboration with Prosperity's Operations Team to provide administrative support to service client accounts, including but not limited to account funding, cash flow needs, RMD requirements, charitable gifting, and online access.Implement new client procedures for clients new to Prosperity.Implement plans to address client life events in collaboration with advisors and tax and legal professionals. Life events may include death, divorce, marriage, retirement, etc. Schedule, prepare for, participate in, and follow up on client meetings.Provide tax reporting documents to clients upon request.Build relationships with clients that convey a sense of compassion, competence, and thoroughness.Adhere to industry and broker-dealer compliance practices and firm procedures.Other duties as assigned.Ready to take the next step in your career journey?If you are prepared to embark on an exciting journey in the finance industry, join us in delivering unparalleled service and shaping the future of financial solutions Please apply online at
Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. It does not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
