Highly Skilled Financial Representative
1 week ago
At Fortune Financial, we are committed to delivering exceptional client experiences and helping our clients achieve their long-term financial goals.
We seek 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 superior client service, interacting directly with clients, and supporting day-to-day business operations.
The ideal candidate will possess Series 6, or 7, and 66 securities licenses, have previous securities/financial services experience, and be passionate about delivering exceptional client service.
As a Senior Client Service Representative, you will work closely with our Financial Advisor and Director of Client Services to identify process improvements, implement efficient workflow, and maintain compliance with regulatory requirements.
This is an excellent opportunity to work in a fast-paced environment, develop your skills, and advance your career in the financial services industry.
Key Responsibilities:
- Provide exceptional client service while interacting directly with clients
- Support 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 Financial Advisor
- Maintain and manage the client relationship database (RedTail)
- Identify and implement process improvements
- Work with broker/dealer and other service providers to ensure optimal and efficient workflow
- Maintain files in accordance with compliance and record retention policies
Compensation and Benefits:
Fortune Financial offers a competitive salary range of $60,000 - $80,000 per year, depending on experience. Additional benefits include:
- 401K with Profit Sharing
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