We are seeking a Client Service Representative to join our team in a full-time, in-office role. This position plays a vital role in supporting financial advisors by managing client paperwork, processing transactions, maintaining CRM data, and ensuring a seamless client experience. This role provides an excellent opportunity for a motivated candidate to grow within the financial services industry while supporting a high-performing team.

Primary Duties:

• Provide operational and administrative support to financial advisors, ensuring smooth daily execution of client service activities.
• Draft, send, collect, and process new and existing client paperwork accurately and efficiently.
• Handle cashiering functions, including processing deposits, distributions, and transfers with attention to detail.
• Maintain CRM data (Salesforce or similar database), ensuring accurate client records and generating reports to support advisor activities.
• Assist with client onboarding, account maintenance, and transactional processing.
• Answer client inquiries and provide proactive communication to ensure an outstanding client service experience.
• Manage incoming calls, direct inquiries to the appropriate team members, and provide front-office support by greeting clients and guests.
• Coordinate with internal teams, such as compliance, investment operations, and client service, to facilitate smooth client transactions and adherence to regulatory standards.
• Stay informed on company policies, procedures, and industry best practices to ensure compliance and operational excellence.

Requirements:

• Full-time, in-office role with a strong team-oriented mindset.
• Experience with Salesforce or similar CRM systems required.
• Proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint).
• Strong organizational skills with the ability to multitask and manage time effectively.
• Excellent verbal and written communication skills to interact with clients professionally.
• Ability to learn and apply financial industry knowledge in a fast-paced environment.
• Previous experience in financial services, wealth management, banking, or client service is preferred but not required.

Key Benefits

• Generous continuing education support
• 100% company paid employee only premiums for Health, Dental & Vision Coverage
• 4% Company 401k match, 100% vested