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Financial Service Representative
1 month ago
We are seeking a highly skilled Financial Service Representative to join our team. In this role, you will be responsible for delivering exceptional service to high-net-worth clients by managing critical needs and handling complex account operations.
Responsibilities:- Client Relationship Management: Serve as the primary contact for clients, providing prompt and personalized support for inquiries and addressing issues related to accounts, statements, transactions, and service requests.
- Strategic Relationship Building: Build and maintain strong client relationships by understanding their values and goals and acting as a trusted advisor who can communicate complex financial matters.
- Account Management & Financial Coordination: Handle all aspects of client accounts, from openings to transfers and ongoing maintenance. Assist with documentation, trading requests, and account monitoring while preparing tailored investment reports and presentations.
- Operational Expertise: Work closely with custodians, vendors, and internal teams to ensure seamless account maintenance, including transfers, distributions, and cash management.
- Exceptional Client Experiences: Proactively enhance client interactions by celebrating milestones and recognizing life events, delivering a personalized service that makes clients feel valued.
- 3+ years of experience in a client service role within wealth management or financial services
- Bachelor's degree in Finance, Business, or a related field preferred
- Proficiency with CRM systems and financial software
- Series 65 and 66 licenses preferred
- Solid written and verbal communication skills, with the ability to explain complex topics clearly
The salary for this position is estimated at around $80,000-$120,000 per year, based on industry standards and location considerations. We offer a comprehensive benefits package, professional growth opportunities, and a collaborative work environment that encourages lifelong learning and innovation.
About Us:At Insperity, we strive to provide a supportive and dynamic work environment that fosters creativity, teamwork, and continuous improvement. Our company values diversity, equity, and inclusion, and we welcome candidates from all backgrounds to join our team.