What are the responsibilities and job description for the Client Services Representative position at Modern Wealth Management?
We are seeking a Client Service Representative to join our team in a full-time, in-office role. This position plays a vital role in supporting financial advisors by managing client paperwork, processing transactions, maintaining CRM data, and ensuring a seamless client experience. This role provides an excellent opportunity for a motivated candidate to grow within the financial services industry while supporting a high-performing team.
Primary Duties :
- Provide operational and administrative support to financial advisors, ensuring smooth daily execution of client service activities.
- Draft, send, collect, and process new and existing client paperwork accurately and efficiently.
- Handle cashiering functions, including processing deposits, distributions, and transfers with attention to detail.
- Maintain CRM data (Salesforce or similar database), ensuring accurate client records and generating reports to support advisor activities.
- Assist with client onboarding, account maintenance, and transactional processing.
- Answer client inquiries and provide proactive communication to ensure an outstanding client service experience.
- Manage incoming calls, direct inquiries to the appropriate team members, and provide front-office support by greeting clients and guests.
- Coordinate with internal teams, such as compliance, investment operations, and client service, to facilitate smooth client transactions and adherence to regulatory standards.
- Stay informed on company policies, procedures, and industry best practices to ensure compliance and operational excellence.
Requirements :
Key Benefits
