About this role
About the Role The Client Service Representative serves as the primary operational and service interface for clients, delivering responsive support and ensuring a consistent client experience while supporting Private Wealth advisors. What You'll Do
- Manage existing client relationships with moderate guidance by processing client requests, resolving inquiries, and keeping key client information up to date.
- Demonstrate a proactive solutions-based approach to enhancing client relations.
- Onboard new clients by collecting client data, financial statements, and training on digital tools.
- Drive client retention by proactively reaching out to clients and documenting follow-ups.
- Collaborate with an investment team, compliance, financial planning, and Private Wealth advisors to provide a consistent client experience.
- Partner with teams to maintain high-quality client service and perform administrative duties (answering phones, scheduling appointments, business travel).
- Participate in ongoing training to stay current on policies and procedures.
- Support and demonstrate IMA's core values, including commitment to diversity, equity, and inclusion.
- Perform other work-related duties as assigned. What We're Looking For
- Bachelor's Degree preferred; 2-3 years of similar or related experience preferred.
- Must currently hold, or obtain within 120 days of employment, a FINRA Series 65 license.
- Experience working with high-net-worth individuals and families.
- Proficiency with Salesforce, Microsoft Office suite, and AI tools.
- Strong communication and collaboration skills; ability to work with advisory teams. Compensation & Benefits
- This role is eligible for a comprehensive benefits package including: Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, 401(k) and more.
- Additional benefits: Family Assistance Program, FSA, HSA, Pre-Tax Parking, Life/AD&D, Disability coverage, Paid Time Off, Paid Holidays, and well-being programs.