Remote Financial Service Client Representative

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
• Ensuring that a proactive quarterly check-in is completed for all clients
• Proactively take responsibility for client requests by asking for help and anticipating what their next questions or needs might be
• Responding to all client inquiries about the Dashboard in Intercom, client support inbox, client team inbox, internal issues reported, and feedback forms submitted from clients
• Support in preparation and follow-up for client and prospective client meetings
• Escalate issues technical help, documenting updates, communicating to relevant stakeholders, and seeing it through to resolution
• Cataloging client feedback for product leads so that ideas can be incorporated into the product roadmap
  
  

Qualifications:

• Business Development and Account Management experience A
• Willing to obtain a license or already having a license A
• Enjoy client services and create meaningful relationships with clients
• Customer service skillset, sales background, and past remote work experience
• A self-starter, independent, and entrepreneur-minded as aFinancial Service Client Representative
• Ability to act thoughtfully with teams across the company to articulate any recommendations
• Impeccable follow-through, for clients, the executive team, and cross-functional teams
• Outgoing personality and ability to adjust communication style based on a prospects/clients needs and attitude
• Entry-level for transferrable skills for aFinancial Service Client Representative
  
  

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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