Client Services Representative

This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo). This role is full-time and onsite.

What You Will Do:

• Act as a liaison between the registered representatives and their clients.

• Answer phones, schedule appointments, and prepare materials for client meetings.

• Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registe...