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Client Service Representative

2 months ago

Salt Lake, Utah, United States Prime Capital Financial Full time
About the Role

We are seeking a highly motivated and detail-oriented Client Service Specialist to join our team at Prime Capital Financial. As a Client Service Specialist, you will play a critical role in serving our clients and supporting the successful operation of our financial services practice.

Key Responsibilities
  • Provide exceptional client service and support to our clients and advisors
  • Organize and manage administrative and client support activities
  • Develop and maintain positive relationships with advisors and their clients
  • Stay up-to-date on industry developments and best practices
  • Collaborate with the team to achieve business objectives
Requirements
  • High school diploma required; Bachelor's degree preferred
  • Series 65 preferred; financial industry experience a plus
  • Strong technology skills, including Google Suite, Salesforce, and Microsoft Suite
  • Excellent written and oral communication skills
  • Ability to adapt quickly to change and prioritize tasks effectively
Benefits
  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment