Client Services Representative

Bonus Type

Summary

Invest in your career with us! If you’re looking for a job that combines a passion for innovation, opportunities for growth, and a culture of teamwork, then you've come to the right place. If you enjoy being resourceful and executing complex tasks, then we have an exciting opportunity awaiting someone like you! 

Job Description

The Client Services Representative is primarily responsible for working with The Private Wealth, Inc. officers and high net worth clients across the investment management delivery platform.  This position may have a focus on one of the four disciplines, depending on company needs.  This position is focused on delivering superior client service; works under limited supervision.

Team Culture

We believe in one team, one goal. You will form relationships with your peers and develop a buddy system to help balance the workloads when necessary.  Our camaraderie, shared decision making, and mutual respect for one another are what make us one big happy family. As stakeholders, all team members are encouraged to share ideas and best practices that will positively impact the bottom line.

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.

How You'll Spend Your Time

• You will maintain and develop relationships with current clients and their accounts as well as set up new accounts.  
• You will promptly answer emails and calls from the client. You will assist clients with a variety of tasks by leveraging resources and collaborating with peers and management. 
• You will be the “go-to” for your Advisor team. 
• You will provide sales support, customer service and be the opertational subject matter expert for the Financial Advisors.
• You will partner with the team you support and become an extension of the advisors, which is critical for success.  

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’ Degree in Business or related field of study and ­­3-4 years of directly related experience ­­­­­­­­or 9-10 years of equivalent combination of education and experience.

SKILLS:

• Experience supporting assigned clientele with an affinity for providing personalized service.
• Extraordinarily high degree of professional polish required.
• Excellent time management, multi-tasking, and follow up skills.
• Investment advisory firm experience highly desired.
• Experience working with custodians and contra firms preferred.
• Beginner to intermediate knowledge of investment products and the financial service industry.
• Self-directed and self-motivated individual with the ability to work in a team-oriented environment.
• Exceptional verbal and written communication skills.
• High attention to detail.
• Intermediate knowledge of Microsoft Office Suite and CRM software applications.
• Experience with Salesforce and Tamarac Advisor Xi preferred.

Working Conditions & Physical Requirements