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Financial Service Representative

1 month ago


Minneapolis, Minnesota, United States Insperity Full time

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.
Requirements:
  • 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.