Client Service Representative

Benefits:

• 401(k)


• Bonus based on performance


• Paid time off

Seeking a high quality, self motivated, standout candidate who embodies and upholds our CORE values. Do you lead with honor, have integrity and the ability to build strong lasting relationships with our clients with the ability to balance work and life?

Candidate must provide invaluable support to our financial adviser(s) and their client base, overseeing a 1–5-person office. We require someone with boundless energy, a determined mindset, and the ability to work autonomously. Serving as the vital link between our clients, advisers, and business associates, you'll leverage your exceptional communication and listening skills to ensure elite client service daily.



Success in this role hinges on your capacity to stay abreast of products, resources, company policies, and procedures, all while being an adep...