Client Services Representative

2 days ago


Salt Lake, Utah, United States eTeam Full time
Job Title: PWM Client Implementation CW Analyst SLC

Job Location: Salt Lake City, UT

Job Duration: 06 Months + Possible extension

Pay rate: $20 an hour on W2

Reason: Vacant Position

Department: PWM COB Transformation

Job Category: Operations

About the Role

We are seeking a skilled Client Services Representative to join our PWM Client Implementation team. As a key member of our team, you will be responsible for facilitating account opening and account maintenance for PWM Clients while providing superior client service and subject matter expertise to our business partners.

Key Responsibilities
  • Collaborate with PWM Advisor Teams, Legal, Compliance, and Anti Money Laundering to ensure seamless client onboarding and account maintenance.
  • Provide exceptional client service and support to PWM Clients, ensuring their needs are met and exceeded.
  • Develop and maintain strong relationships with PWM Teams, Compliance, and Legal to ensure effective communication and collaboration.
  • Work closely with Operations groups to ensure a positive client experience during the onboarding process.
  • Identify and implement process improvements to enhance client onboarding and account maintenance.
Requirements
  • Bachelor's degree
  • Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications
  • Exceptional organization skills and strong problem resolution skills
  • Ability to multi-task and prioritize accordingly
  • Experience managing client expectations and providing excellent communication and presentation skills
Preferred Qualifications
  • Series 7, 9, 10, 4 licenses
  • Foreign language skills
  • 1+ years financial industry experience (AML, Compliance or other Client On-boarding Regulatory experience)


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