Financial Services Client Representative

Job Description

Job Description

Our Industry & About us :

Rowland Investisure serve locations across the US. What we do is help institutions with investing, retirement planning, 401k, IRAs, stocks bonds, mutual funds, life insurance, college funding for kids, you name it, we can help. We even help people save on taxes for businesses and financial purposes, timing in our industry is crucial, money is constantly moving, seeing close to 3 trillion dollars moving annually.

Why this industry? : People are trying to take back control of their pensions, property, and investment accounts. Then people working in different markets as well, such as Millennials and Gen Z are learning about it. So we have the capability of sitting with people to give them better options for their future, and provide educational information to help them understand their options. Our moto is, leave no families left behind!

Role overview :

As a Financial Service Client Representative, you’ll work directly with financial advisors to support their efforts with clients in growing their client base. You’ll be responsible for operational tasks and completing follow-ups, working to ensure our clients are well-served.

Job Duties as a  Financial Service Client Representative :

• Support the onboarding process for new clients and manage accounts
• Working with clients to ensure their dashboard accurately collects all relevant personal and financial information
• Consolidating accounts and keeping information confidential
• Facilitate the collection of necessary statements / documents to transfer accounts to other accounts
• Track the transfer process to ensure the cost basis is transferred over accurately and efficiently
• Work with the operations team to facilitate the transfer process and track the status of each account transfer
• Maintain relationships with existing clients and hunting for new clients

Qualifications :

Working at Rowland Investisure

Rowland Investisure is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.

Compensation & Benefits :

100,000-$250,000 commission only, 401K, unlimited time off, equity compensation, and retirement benefits.

Please note : this is a fully remote role.

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Salary : $100,000 - $250,000