Senior Financial Services Representative

4 weeks ago


Sulphur Springs, Texas, United States Fortune Financial Full time
Senior Client Service Representative

Fortune Financial is seeking a highly skilled and experienced Senior Client Service Representative to join our team. As a key member of our client experience team, you will be responsible for providing exceptional service to our clients, building strong relationships, and driving business growth.

Key Responsibilities:
  • Provide superior client service and support to clients, including responding to inquiries, resolving issues, and escalating concerns as needed.
  • Support the day-to-day business operations, including opening and servicing accounts for insurance, investments, and 401(k) products.
  • Process account trades and other transactions as directed by the Advisor, with proper licensure.
  • Prepare information for client meetings and follow up on tasks after meetings.
  • Maintain and manage the client relationship database (RedTail).
  • Identify and implement process improvements to enhance client experience and efficiency.
  • Work with broker/dealer and other service providers to ensure optimal and efficient workflow and resolve issues.
  • Maintain files in accordance with compliance and record retention policies.
  • Perform other allowable duties as assigned by the Financial Advisor and Director of Client Services.
Requirements:
  • Possess Series 6, or 7, and 66 securities licenses.
  • Previous securities/financial services experience.
  • Passion for delivering superior client service.
  • Proficient in Microsoft Office - Word, Excel, and Outlook.
  • Organized, accurate, and detail-oriented.
  • Able to work independently.
  • Reliable and consistent in a fast-paced environment.
  • Flexible and able to adapt to changing priorities as needed.
  • Strong verbal and written communication skills.
  • Ethical, able to maintain confidentiality.
  • Desire to work in a small team environment.


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