What are the responsibilities and job description for the Client Services Representative position at Right Choice Resources?
Our client is seeking an empathetic and detail-oriented Client Services Representative to support Advisors in delivering comprehensive financial planning services.
This role requires a professional who is decisive, confident, and respected by colleagues and clients alike. The successful candidate will work closely with Advisors to ensure every step of the financial planning process is executed with precision and in accordance with the highest ethical and regulatory standards. This position is based in Broomfield, CO, with a hybrid work schedule of 3 in-office days per week (flexible on which days).
Key Responsibilities:
- Collaborate with Advisors by collecting, inputting, and verifying data for financial plans.
- Assist in running financial scenarios and finalizing plans, ensuring timely and accurate completion.
- Maintain proactive client communication throughout the planning process.
- Liaise with investment, insurance, and service delivery teams to gather essential information for developing comprehensive financial plans.
- Work alongside Advisors to prepare meeting materials, including compliance-required account advice letters and detailed financial plans.
- Update client records and documentation in preparation for review meetings.
- Attend client meetings when requested to provide additional support and ensure thorough follow-up on action items.
- Prepare, verify, and process client forms, applications, and other documentation with meticulous attention to detail.
- Organize and maintain confidential client records in compliance with established records retention policies.
- Commit to ongoing learning to stay current with regulatory and Broker Dealer requirements.
Qualifications:
- Strong interpersonal and empathetic communication skills, ensuring a client-first approach.
- Decisive, confident, and respected in professional settings.
- Excellent organizational skills with the ability to manage multiple tasks effectively.
- A solid understanding of financial planning processes; familiarity with regulatory compliance is an asset.
- Series 7 and Series 66 licenses are highly preferred.
Compensation & Work Arrangement:
- Competitive base salary up to $75,000 (negotiable based on experience) plus a 5-10% bonus based on performance.
- Full-time position with a hybrid work schedule: 3 days in-office per week in Broomfield, CO, with flexible scheduling.
Salary : $75,000
