What are the responsibilities and job description for the Client Services Representative position at Innova Solutions?
A client of Innova Solutions is immediately hiring for Client Service Representative :
Position Type : Full-time Contract to Hire
Duration : 1-3 Months
Location : Los Angels, CA
As a Client Service Representative, you will :
- Work with Investment Services Managers in the managing of the overall relationship of assigned managed agency accounts.
- Represent Wealth Management in various business activities and maintains contacts with clients, administrators, trustees, co-trustees, beneficiaries, attorneys and others regarding accounts.
- Work closely with portfolio managers, advisors, and others in providing high quality service and ensures compliance with all statutory requirements.
- Process fund transfers, wires, checks, transfers to and from Client’s accounts and ACH. Administration of IRAs. Prepare client portfolio review books for Advisors. Process of client account maintenance requests. Ad hoc requests (i.e. requests for statements, 1099's, copy of trade confirmations, etc.). Assist Investment Services Managers with the annual confirmation of investment objectives. Assist Investment Services Managers with various compliance reports such as anticipated fees, investment change verification, zero balance accounts, accounts not scheduled for events, etc. Prepare custom client reporting.
- Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. Comply with the regulatory requirements as well external and internal auditors and the WMS Compliance Officer. Assure that trust policies and procedures coincide with division and bank objectives
The ideal candidate will have :
Qualified candidates should APPLY NOW for immediate consideration! Please hit APPLY to provide the required information, and we will be back in touch as soon as possible.
We are currently interviewing to fill this and other similar positions. If this role is not a fit for you, we do offer a referral bonus program for referrals that we successfully place with our clients, subject to program guidelines. ASK ME HOW.
Thank you!
Neelam Kumari
678-834-8088
Neelam.kumari@innovasolutions.com
PAY RANGE AND BENEFITS :
Pay Range
Benefits : Innova Solutions offers benefits( based on eligibility) that include the following : Medical & pharmacy coverage, Dental / vision insurance, 401(k), Health saving account (HSA) and Flexible spending account (FSA), Life Insurance, Pet Insurance, Short term and Long term Disability, Accident & Critical illness coverage, Pre-paid legal & ID theft protection, Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP).
ABOUT INNOVA SOLUTIONS : Founded in 1998 and headquartered in Atlanta, Georgia, Innova Solutions employs approximately 50,000 professionals worldwide and reports an annual revenue approaching $3 Billion. Through our global delivery centers across North America, Asia, and Europe, we deliver strategic technology and business transformation solutions to our clients, enabling them to operate as leaders within their fields.
Recent Recognitions :
Website :
Innova Solutions is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Innova Solutions is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact us at hr@innovasolutions.com or (770) 493-5588. Please indicate the specifics of the assistance needed. Innova Solutions encourages all interested and qualified candidates to apply for employment opportunities. Innova Solutions (HireGenics / Volt) does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b.
The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.
Salary : $33 - $34
