Client Service Representative, IMA Private Wealth

4 weeks ago

Wichita, United States IMA Financial Group Full time

Essential job responsibilities include but are not limited to: Manage existing client relationships with moderate guidance by processing client requests, resolving client inquiries, and ensuring key client information is up to date. Demonstrate a proactive solutions-based approach to enhancing client relations. Onboard new clients by collecting client data, financial statements, and training on digital tools. Drive client retention by proactively reaching out to clients and documenting follow-up. Promote new products and services to clients. Work collaboratively with an investment team and Wealth Management Advisors to provide a consistent client experience. Perform administrative duties that support the Wealth Management Advisor including but not limited to answering phones, scheduling appointments, and business travel. Engage in available training and educational opportunities to stay current on policies and procedures. Required Experience and Skills include but are not limited to: Bachelor's Degree preferred. 2 to 3 years of similar or related experience preferred. Willingness to obtain FINRA Series 65. Experience working with high-net-worth individuals and families. Intermediate Microsoft 365 suite required. Supports and demonstrates IMA's core values. Values and understands the importance of diversity, equity, and inclusion among all IMA associates. Competencies & Traits Agility/Flexibility Demonstrates support for innovation and changes needed to improve organizational effectiveness. Adapts to stressful situations. Self-Direction Ability to effectively plan and organize work independently. Takes initiative to establish goals, create deliverables, and lead projects. Interpersonal skills Ability to foster and maintain healthy, mutually beneficial relationships with others. Displays emotional intelligence by controlling and expressing emotions professionally and respectfully to create and maintain productive relationships. Problem Solving Ability to view situations in an objective or critical manner and choose the best solution accordingly. Uses brainstorming techniques to create a variety of solutions, thinking outside the box when necessary. Communicating Actively listens, shares information, and proposes suggestions and solutions. Expresses oneself effectively both orally and in written form. Compensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient, and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security, and living a full and balanced life. This role is eligible for the following: Annual Performance Bonus Stock Purchase Medical Plans Prescription Drugs Dental Vision Family Assistance Program FSA HSA Pre-Tax Parking Plan 401(k) Life/AD&D Accident Critical Illness Hospital Indemnity Long Term Care Short-term Disability Long-term Disability Business Travel Accident Identity Theft Paid Time Off Flexible Work Options Paid Holidays Sabbatical Gift Matching Health Club Reimbursement Personal and Professional Development In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Why Join IMA? We've built a reputation for putting our associates first. What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing. We work in teams. We sell in teams. We win and prosper as a team. We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly. We are recognized nationally as a leader in our industry. 2020-2023 Business Insurance Magazine Best Places to Work in Insurance 2023 Inc. Magazine's Best Workplaces 2023 Denver Business Journal's Best Places to Work 2022-2023 Connecticut Top Work Places 2021-2023 Inc. 5000's List of Fastest Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2022-2023 Kansas City Business Journal's Best Places to Work 2021-2023 Charlotte Business Journal's Best Places to Work 2021-2023 Los Angeles Business Journal's Best Places to Work 2021-2023 The Salt Lake City Tribune Top Work Places 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category 2021 Dallas Business Journal's Best Places to Work 2021 Alaska Journal of Commerce's Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. #J-18808-Ljbffr

  • Client Service Representative, IMA Private Wealth

    3 months ago

    Wichita, United States IMA Financial Group Full time

    Essential job responsibilities include but are not limited to: Manage existing client relationships with moderate guidance by processing client requests, resolving client inquiries, and make sure key client information is up to date. Demonstrate Proactive solutions-based approach to enhancing client relations Onboard new clients by collecting client data,...

  • Client Relations Specialist, IMA Private Wealth

    2 weeks ago

    Wichita, Kansas, United States IMA Financial Group Full time

    Position OverviewThe Client Engagement Associate plays a crucial role in fostering and maintaining client relationships within IMA Private Wealth. This position involves a variety of responsibilities aimed at ensuring client satisfaction and retention.Key ResponsibilitiesManage ongoing client relationships with guidance, addressing client requests and...

  • Client Relations Specialist, IMA Private Wealth

    2 weeks ago

    Wichita, Kansas, United States IMA Financial Group Full time

    Position OverviewThe Client Engagement Consultant plays a vital role in nurturing and managing client relationships within IMA Private Wealth. This position involves a range of responsibilities aimed at ensuring client satisfaction and retention.Key ResponsibilitiesMaintain and enhance existing client relationships with guidance by addressing client...

  • Risk Control Specialist

    3 weeks ago

    Wichita, United States IMA Financial Group Full time

    We are seeking a Risk Control Specialist to join our team in Wichita, KS! This position will help in the assistance in development and delivery of risk control safety training topics and classes to meet IMA client needs. A successful applicant must possess the upmost professionalism, be agile and flexible to business needs, effectively manage client...

  • Risk Management Specialist

    3 days ago

    Wichita, Kansas, United States IMA Financial Group Full time

    About the RoleWe are seeking a highly skilled Risk Control Specialist to join our team at IMA Financial Group. As a key member of our organization, you will play a critical role in assisting in the development and delivery of risk control safety training topics and classes to meet our clients' needs.Key ResponsibilitiesConduct Workplace Safety Audits:...

  • Agency Billing Specialist

    2 months ago

    Wichita Falls, Texas, United States IMA Financial Group Full time

    IMA's Corporate Accounting group is seeking an Agency Billing Specialist to join our team out of our Wichita, KS office This position is responsible for producing Agency Bill Transactions for IMA business units. A successful applicant must be agile and flexible, have self-direction, possess problem solving, have effective communication skills, and be...

  • Network Administrator

    2 weeks ago

    Wichita, United States IMA Financial Group Full time

    ESSENTIAL JOB RESPONSIBILITIES: include but are not limited to: Supports and demonstrates IMA's core values. Values and understands the importance of diversity, equity, and inclusion among all IMA associates. Design, implement, document, and maintain network infrastructure to support the company's operations. Monitor network performance, troubleshoot...

  • Administrative Assistant

    1 week ago

    Wichita, United States Cordell Wealth Full time $16 - $22

    Job DescriptionJob DescriptionWe are looking for a full-time Admin Assistant to join our team at our Topeka, KS 66615 Office! This position is in person Monday - Thursday 8 am-4:30 pm, Friday 8 am-1:00 pmPurpose:Provide administrative, marketing, and financial planning support for Cordell Wealth Management while adhering to high ethical standards.KEY...

  • Veterinary Client Services Representative

    3 weeks ago

    Wichita, United States Ethos Veterinary Health Full time

    (included but not limited to):Client Services:Responds in a professional manner to client's requests for assistance in wide variety of areas. Examples include but are not limited to the following:Emergency arrivals Appointment Scheduling Message taki Client Service, Representative, Communications, Hospital, Medical, Client, Animal Care, Healthcare

  • Client Services Representative

    2 weeks ago

    Wichita, Kansas, United States David Curry - State Farm Agent Full time

    Position OverviewAre you a personable and client-oriented individual? Do you thrive in environments where you interact with a diverse clientele? If so, a role with David Curry - State Farm Agent could be the perfect fit for you. Our agents exclusively promote State Farm's insurance and financial service offerings.Key ResponsibilitiesCollaborate with the...

  • Client Services Representative

    6 days ago

    Wichita, United States FlightSafety International Full time

    About FlightSafety International FlightSafety International is the world's premier professional aviation training company and supplier of flight simulators, visual systems and displays to commercial, government and military organizations. The company provides training for pilots, technicians and other aviation professionals from 167 countries and independent...

  • Client Representative

    2 weeks ago

    Wichita, United States Core Acquisitions Inc Full time $400 - $1,000

    Job DescriptionJob DescriptionJob Posting: Client Representative at Core Acquisitions Inc.Job DescriptionCore Acquisitions Inc. is thrilled to announce a unique opportunity for a dedicated and dynamic individual to join our team as a Client Representative. This full-time position is designed for someone eager to contribute to and thrive in a fast-paced,...

  • Veterinary Client Services Representative

    3 weeks ago

    Wichita, United States Ethos Veterinary Health Full time

    Veterinary Emergency & Specialty Hospital of Wichita (VESH) located in Wichita, KS is looking to add a Veterinary Client Services Representative to our growing team! If you enjoy the thrill of not knowing what is going to come in next, working in a fast paced environment where you have to think on your feet, this position is for YOU!About Us:VESH is a high...

  • Veterinary Client Services Representative

    1 day ago

    Wichita, Kansas, United States Ethos Veterinary Health Full time

    About UsEthos Veterinary Health is a leading network of specialty and emergency hospitals across North America, dedicated to delivering compassionate, unparalleled care and rewarding careers. Our mission is to provide the highest level of specialty and emergency care with compassionate treatment tailored to the client and their pet.Job PurposeThe purpose of...

  • Veterinary Client Services Representative

    3 weeks ago

    Wichita, United States Ethos Veterinary Health Full time

    Veterinary Emergency & Specialty Hospital of Wichita (VESH) located in Wichita, KS is looking to add a Veterinary Client Services Representative to our growing team! If you enjoy the thrill of not knowing what is going to come in next, working in a fast paced environment where you have to think on your feet, this position is for YOU! About Us: VESH is a high...

  • Private Banker

    3 weeks ago

    Wichita, United States Simmons Bank Full time

    It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Private Banker is responsible for comprehensive management and service delivery, specifically catered to Simmons Private Banking and high-net-worth customers. Including, but not limited to, encompassing...

  • Client Services Representative

    2 weeks ago

    Wichita, Kansas, United States David Curry - State Farm Agent Full time

    Job OverviewPosition Summary:Are you a personable and service-oriented individual? Do you thrive in a dynamic environment where you can engage with clients? If so, a position with David Curry - State Farm Agent may be the perfect fit for you. Our agents specialize in marketing State Farm's insurance and financial service offerings.Key...

  • Client Service Associate

    2 weeks ago

    Wichita, Kansas, United States Pilot Freight Service Full time

    Customer Service Representative - Part TimePosition: Customer Service 1Company: Pilot Freight ServicesLocation: McAllen, TXKey Responsibilities:Engage with customers, agents, and internal teams effectivelyOffer pricing estimates for shipmentsMonitor and track shipment statusManage delivery timelinesMaintain and update customer informationRequired...

  • Financial Services Professional

    3 months ago

    Wichita, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Wichita, KS, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...

  • Client Services Representative

    2 weeks ago

    Wichita, Kansas, United States State of Kansas Full time

    Employment BenefitsComprehensive medical, mental health, dental, vision, and additional coverage optionsSick and vacation leaveWork-life balance initiatives: parental leave, military leave, jury duty leave, bereavement leavePaid state holidays as designated annuallyEmployee discounts availableRetirement and deferred compensation plansPosition Overview: This...