What are the responsibilities and job description for the Client Service Representative position at Ivy Wealth?
Client Services Representatives will work closely with the Associate Advisors to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Client Services Representative help increase productivity by providing client servicing, integrated operations support, and direct assistance to Associate and Lead Advisors.
- Collect materials for preparation of client review meetings. This includes an agenda, existing plan, summary documents, and if applicable Morningstar or market analysis, current investment statements, performance reports and marketing materials.
- Collaborate with Advisors and other team members to deliver consistent servicing aligned with wealth management best practices for the firm’s clients and prospects.
- Coordinate with Advisors to prioritize client scheduling. Call or email clients to schedule times for in-person and virtual meetings.
- Prepare all materials and information need to support insurance policy underwriting and investment account creation process.
- Process, or collaborate with others to complete insurance and investment service requests such as name and address changes, beneficiary changes, and updates to billing information to facilitate the collection of payments.
- Manage workflow to and from clients and Advisors. Track status of client activities through case notes, task creation, and opportunities in the Client Relationship Management system.
Job Type: Full-time
Experience:
- Customer service: 1 year (Preferred)
Ability to Commute:
- Tyler, TX 75702 (Preferred)
Ability to Relocate:
- Tyler, TX 75702: Relocate before starting work (Preferred)
Work Location: Hybrid remote in Tyler, TX 75702