Sr. Client Service Representative

Senior Client Service Representative

 

Are you passionate about finance and dedicated to providing exceptional customer service? Our client seeks dynamic individuals to join their growing Senior Client Service Representatives team. If you thrive in a fast-paced environment, excel at communication, and are genuinely interested in helping clients achieve their financial goals, we want to hear from you!

 

Founded in 1989, our client is a nationally recognized, independent financial advisory firm with offices in Overland Park, KS, Carmel, IN, Toledo, OH, Akron, OH, Dayton, OH, and Greensboro, NC. They serve a diverse clientele across net worth and household incomes. They provide personalized and comprehensive financial planning services, including retirement income planning, investment management, education planning, tax avoidance, estate planning, qualified plans, small business, and succession planning.

 

Benefits:

Our client values their employees’ time and efforts. Their commitment to your success is enhanced by providing competitive compensation of $65k-$85k, depending on experience, and an extensive benefits package, including: 

• Group Health Insurance
• Long-Term and Short-Term Disability Insurance
• 401k with Employer Matching
• Dental/Vision Insurance
• Tuition Reimbursement
• Parental Leave
• PTO that includes PTO for Volunteer Work
• Dependent Care for Flexible Spending Account
• Flextime Policy

 

To succeed, you should have:

• 3+ years working in the financial services industry
• Excellent interpersonal skills
• Sold communication skills – the ability to communicate information and ideas in spoken or written form so that others will understand, with excellent grammar and phone/office etiquette
• Ability to organize, prioritize, and manage multiple tasks, responsibilities, and deadlines
• Reliable internet research capabilities and stellar personal computer skills with proficiency in Microsoft Office Suite
• Effective utilization of resources

 

Your responsibilities as the Senior Client Service Representative:

• Serve as the dedicated Senior Client Service Representative to designated new and existing clients.
  • Facilitate client service needs in collaboration with Prosperity’s Operations Team to provide administrative support to service client accounts, including but not limited to account funding, cash flow needs, RMD requirements, charitable gifting, and online access.
  • Implement new client procedures for clients new to Prosperity.
  • Implement plans to address client life events in collaboration with advisors and tax and legal professionals. Life events may include death, divorce, marriage, retirement, etc. 
  • Schedule, prepare for, participate in, and follow up on client meetings.
  • Provide tax reporting documents to clients upon request.
• Build relationships with clients that convey a sense of compassion, competence, and thoroughness.
• Adhere to industry and broker-dealer compliance practices and firm procedures.
• Other duties as assigned.

 

Ready to take the next step in your career journey? 

If you are prepared to embark on an exciting journey in the finance industry, join us in delivering unparalleled service and shaping the future of financial solutions! Please apply online.

 

Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. It does not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.