Financial Services Representative

2 weeks ago

Danville, Virginia, United States Bill Good Marketing Full time
Client Services Representative

As a Client Services Representative, you will play a vital role in client relationship management and provide critical support to our Financial Advisors. This position requires a Series 65 license. You must bring strong organizational skills, attention to detail, and the ability to work both collaboratively and independently within a team environment. The career path of this role can evolve into a service advisory role, it is essential that you develop a deep understanding of the financial advisory business.

Key Responsibilities:
  • Client Onboarding: Facilitate the smooth onboarding of new and additional client accounts by preparing necessary documentation, explaining processes to clients, and ensuring all client information is accurate and up-to-date.
  • Documentation & Record Maintenance: Maintain thorough records of client interactions and communications, ensuring all information is updated in our CRM system (RedTail).
  • Client Requests: Respond promptly and efficiently to client inquiries, striving to develop a comprehensive understanding of each client's goals and requirements over time.
  • Client Review Meetings: Prepare materials for client meetings, such as performance reports and financial planning documents. You will also update the CRM with follow-up tasks and assign these to the appropriate team members.
  • Marketing & Client Communications: Support recurring newsletters, marketing events, and social media posts while ensuring all communications adhere to the company's compliance guidelines.
  • Client Relationship Management: Maintain a professional and supportive relationship with all clients, managing their requests and concerns with the utmost professionalism and efficiency to ensure positive outcomes.
Requirements

Qualifications:

  • Bachelor's degree in finance, business, or a related field is preferred.
  • Relevant industry certifications and experience are highly valued. Series 6 is a must.
  • Experience in a financial advisory or wealth management role with proper SEC registration.
  • Strong knowledge of financial products, services, and regulatory requirements in the financial industry.
  • Exceptional communication and interpersonal skills.
  • Ability to work effectively both independently and within a team.
  • Proficiency in financial software, CRM (RedTail), and custodian systems (Schwab, Raymond James).
Benefits

Compensation & Benefits: This is a full-time position with a competitive salary. Additional benefits and bonus structures are available based on performance milestones. Further details regarding compensation and benefits will be discussed during the interview process.

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