Client Services Representative

Client Service Representative

Location: Lake Mary, FL

Are you ready to join a dynamic and growing team? Our firm’s longevity is a testament to its strength and stability, and we’re looking for an outstanding individual to bring fresh and diverse perspectives to our collaborative environment. Your contributions will help propel us into the future and take us to the next level.

Why Join Us?

• Fast-paced and client-first culture.
• Serve introducing broker-dealers and advisory firms supporting high-net-worth investors.
• Career growth and mobility are at the core of our people-oriented culture.
• Work in a hybrid environment (3 days in-office per week).
  
  

What You’ll Do:

• Client Support: Work with external clients to resolve complex day-to-day issues, leveraging appropriate resources to ensure inquiries are handled efficiently.
• Leadership & Problem-Solving: Guide team members in addressing operational and technical issues while applying advanced problem-solving skills and judgment.
• Service Excellence: Provide high-quality service, proactively assisting clients with potential business needs, and introducing them to appropriate resources.
• Business Development: Use your broad understanding of financial services to propose expanded offerings for front-office consideration.
• Process Improvement: Contribute to internal initiatives aimed at enhancing the client experience and developing process improvements.
• Industry Expertise: Represent a broad array of financial services while working closely with key individuals at assigned clients.
  
  

What You Bring:

• Education & Experience: High school diploma or equivalent required; bachelor’s degree preferred.
• Experience: 2-3 years of financial services experience (mandatory).
• Skills: Strong communication, problem-solving, and organizational skills.
• Technical Knowledge: Experience in brokerage/RIA is a plus.
• Licensing (Preferred): Series 6/7 certification.
  
  

Additional Details:

• Work Setup: Hybrid – 3 days per week in the office.
• Equipment: Company-provided.
  
  

If you are looking for a challenging and rewarding career in a supportive environment, we welcome the opportunity to speak with you. Apply today and become part of our thriving team!