Client Services Representative
1 week ago
At Disability Solutions, our core values shape our identity and drive our mission to enhance lives. Our team members are the foundation of our success, and every achievement we celebrate begins with their dedication. We are united in our commitment to making a meaningful difference in our communities. We foster a culture of ongoing learning, work-life balance, and inclusivity. Our digitally enabled workplace continuously improves the experiences of both our employees and clients.
Overview
This is a full-time hybrid role.
Hybrid schedule includes 4 days in the office and 1 day remote after a successful introductory period.
We provide exceptional operational support to Financial Advisors and their clientele, as well as collaborating with other team members.
Responsibilities
- Manage daily administrative functions for assigned Financial Advisor(s).
- Act as the primary contact for a high volume of daily interactions, addressing inquiries, providing quotes, and coordinating meetings with both prospective and existing clients through various communication channels.
- Facilitate the onboarding process for new clients, ensuring all necessary documentation is complete and accurate while overseeing the transfer of new assets.
- Assist clients with paperwork related to account transfers, beneficiary designations, and other maintenance requests. Process client transactions, such as trades, deposits, and withdrawals, while adhering to regulatory standards.
- Receive and execute orders for the Financial Advisor(s) and may enter unsolicited trades as directed.
- Maintain daily communication with clients, providing trade settlement details, coordinating fund payments and deliveries, and addressing portfolio inquiries.
- Collaborate with Financial Advisor(s) to prepare for client meetings and presentations, including data collection and report generation.
- Utilize Client Relationship Management (CRM) software to create and maintain records and files, ensuring compliance with firm and industry regulations.
- Support Financial Advisor(s) in marketing initiatives, including seminars and client engagement events.
- Engage in available training and professional development opportunities to stay updated on firm and industry policies and procedures.
- Contribute as part of a larger team focused on achieving overall sales objectives.
- Mentor colleagues by sharing knowledge and providing guidance.
- May participate in client meetings with Financial Advisor(s) upon request.
Qualifications
Education
Bachelor's Degree or equivalent experience in business, finance, or a related field. (Required)
Experience
5+ years in financial services or sales environments. (Preferred)
3+ years in administrative roles within financial services or sales. (Required)
2+ years of experience with investment operations, procedures, and transfers. (Required)
Certifications
SIE (Security Industry Essentials), Series 7, Series 63 (or Series 66). (Required)
Must be eligible for affiliation with our Broker Dealer. (Required)
Knowledge, Skills, and Abilities
- Familiarity with investment industry terminology. (Required)
- Mathematical proficiency for processing account and transaction information. (Required)
- Effective communication skills, both verbal and written, across all organizational levels. (Required)
- Proactive approach to follow up on submitted items to ensure completion and resolve any issues. (Required)
- Adept at identifying time-sensitive tasks and managing competing priorities. (Required)
- Proficiency in Microsoft Office Suite. (Preferred)
- Experience with CRM software or similar contact management tools. (Preferred)
Other Duties as Assigned by Manager
This role may encompass additional responsibilities as assigned by management. Every employee is responsible for understanding and adhering to all Company-assigned compliance programs, regulations, and policies, ensuring that all compliance training is completed by set deadlines. This includes recognizing and addressing compliance risks within their departments and escalating any concerns to the appropriate management level.
Pay Transparency
To enhance transparency for candidates, we disclose base salary ranges in all job postings. Salary ranges are established based on the position, function, and responsibilities, benchmarked against similar companies in our industry. Compensation will be determined based on factors such as the candidate's knowledge, skills, work experience, and relevant licenses or credentials. Salary may vary by geographic location.
The hourly rate for this position is $34.13.
Benefits
As part of our Total Rewards program, Disability Solutions offers a comprehensive benefits package for eligible employees. This includes medical plans with prescription coverage, flexible spending accounts or health savings accounts, dental and vision insurance, life insurance, a 401(k) plan with employer matching, and an Employee Stock Purchase Plan. Additional benefits include paid time off, disability insurance, maternity and parental leave, adoption assistance, educational support, and a robust wellness program with financial incentives. For more information on eligibility for these programs, please visit our Benefits & Wellness page.
EEO Statement
Disability Solutions is an equal opportunity employer, committed to providing equal employment opportunities for all qualified individuals. We will recruit, hire, train, and promote individuals in all job titles, ensuring that all personnel actions are conducted without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, veteran status, or any other legally protected status.
Sponsorship Statement
As a condition of employment, candidates must be authorized to work in the United States without sponsorship for a work visa now or in the future.
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