Senior Client Services Representative - Financial Services
$60kExpress Employment Professionals
Job Description
Job Description
Top Job
Located in Scottsdale, AZ Salary: $60,000/year Senior Client Services Representative - Financial Services Salary: $60,000/yearEmployment Type: Direct Hire We are seeking an experienced Senior Client Services Representative to support financial advisors and their clients with day-to-day account servicing and operational needs. This is an excellent opportunity for someone with a strong background in RIA, broker-dealer, custodian, or wealth management operations who enjoys problem-solving and providing high-level service. What You'll Do
- Provide responsive, professional support to financial advisors and clients
- Process new account applications and account maintenance requests
- Handle money movement, distributions, transfers, rollovers, and ACATs
- Review paperwork and resolve NIGO (Not in Good Order) items
- Research and resolve account-related questions and operational issues
- Communicate with advisors regarding account status, required documentation, and next steps
- Navigate custodian and broker-dealer platforms to process and track requests
- Maintain accurate client and account information within internal systems
- Provide consistent follow-through to ensure requests are completed accurately and on time
- 3+ years of financial services experience , ideally within an RIA, custodian, broker-dealer, or wealth management environment
- Hands-on experience with account processing, transfers, money movement, and NIGO resolution
- Experience with major custodians or broker-dealers such as Charles Schwab, Fidelity, LPL Financial, Morgan Stanley, Edward Jones, Raymond James, Merrill Lynch, Vanguard, JPMorgan Chase, Wells Fargo, or Pershing is highly desirable
- Familiarity with industry technology such as Salesforce, Orion, and Slack is a plus
- Strong written and verbal communication skills
- Professional phone presence and a client/advisor service mindset
- Excellent attention to detail, organization, and follow-through
- Ability to manage multiple requests and priorities in a fast-paced environment
Vacancy posted 4 days ago
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