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Senior Financial Services Representative

2 months ago

Greensboro NC USA, United States Insperity Full time
Senior Client Service Representative

We are seeking a highly skilled and experienced Senior Client Service Representative to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and building strong relationships with them.

Key Responsibilities:
  • Provide dedicated service to designated clients, facilitating their needs and collaborating with our Operations Team to provide administrative support.
  • Implement new client procedures for clients new to our firm.
  • Develop and implement plans to address client life events, working closely with advisors and tax and legal professionals.
  • Schedule, prepare for, participate in, and follow up on client meetings.
  • Provide tax reporting documents to clients upon request.
Requirements:
  • 3+ years of experience in the financial services industry.
  • Excellent interpersonal and communication skills.
  • Ability to organize, prioritize, and manage multiple tasks, responsibilities, and deadlines.
  • Reliable internet research capabilities and proficiency in Microsoft Office Suite.
What We Offer:
  • Competitive compensation package, including a salary range of $65k-$85k, depending on experience.
  • An extensive benefits package, including group health insurance, long-term and short-term disability insurance, 401k with employer matching, and more.

We are an equal opportunity employer that values diversity and inclusion in the workplace. If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply.