Financial Services Representative

Overview Elevate Reach is hiring a Financial Services Representative to work directly with the clients of the investment and wealth management firms we support. This is a full-time, fully remote position on our own team. You are the friendly, knowledgeable voice clients reach when they have questions about their accounts. Investors expect accurate answers and careful follow-through. You help them open and update accounts, move money, understand their statements, and get to the right licensed advisor whenever a question calls for investment advice. What You'll Do Answer client calls and emails about brokerage, retirement, and investment accounts Guide clients through account openings, beneficiary updates, transfers, and contributions Explain statements, transaction history, and account features in plain language Process service requests accurately and confirm each one is complete Refer questions about investment choices to licensed financial advisors Document every interaction and follow privacy and compliance procedures Spot recurring client questions and suggest service improvements Who Fits Experience in financial services, banking, brokerage operations, or investment client service SIE, Series 6, 7, or 63 licensing is a plus Clear, patient communication with clients who are making important decisions Precision with account details, forms, and documentation Trustworthy with confidential financial information A quiet home workspace with reliable high-speed internet Authorization to work in the United States What's Offered A full-time, fully remote position on the Elevate Reach team Work with clients of established investment and wealth management firms Training on our service standards, systems, and compliance procedures A steady weekday schedule Elevate Reach provides reasonable accommodations for qualified applicants with disabilities throughout the application and interview process. To request one, email View email address on click.appcast.io. #J-18808-Ljbffr Elevate Reach