Relationship Building Associate
2 weeks ago
We are a leading financial services provider dedicated to empowering individuals to take control of their financial futures.
As a Client Service Representative, you will play a critical role in supporting our financial advisors in growing their client base and delivering exceptional client experiences.
Your responsibilities will include:
- Client Onboarding: Ensure seamless onboarding processes for new clients by collecting and verifying relevant personal and financial information.
- Client Relationship Management: Foster strong relationships with existing clients through proactive quarterly check-ins, consistent communication, and timely issue resolution.
- Operational Support: Assist in preparing and following up on client meetings, including data review, task management, and documentation.
About You
- You possess excellent client service skills, with a proven ability to create meaningful relationships and resolve issues efficiently.
- You are a self-motivated individual with a strong work ethic, able to prioritize tasks effectively and meet deadlines.
- You are proficient in using technology to streamline processes and enhance client experiences.
Salary and Benefits
This is a fully remote role with a competitive salary range of $100,000-$250,000 plus commissions, equity compensation, and retirement benefits.
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