Client Support Insurance Servicing Rep

Client Service Representative

The Client Service Representative serves as the primary operational and service interface for clients focused on delivering responsive support, supporting Private Wealth advisors, and ensuring a consistent client experience. We provide service to our clients with passion and integrity. Through comprehensive training, mentorship, and client-centric innovation, our service professionals are empowered to transform clients' lives while growing in their own careers.

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 up

Work collaboratively with an investment team, compliance, financial planning and Private Wealth advisors to provide a consistent client experience

Collaborate with partners to ensure consistent client service quality.

Perform administrative duties that support the Private Wealth advisor including but not limited to answering phones, scheduling appointments, and business travel.

Engage in available training and educational opportunities to stay current on policies and procedures

Supports and demonstrates IMA's core values

Values and understands the importance of diversity, equity, and inclusion among all IMA associates

Bachelor's Degree preferred

• Experience working with high-net-worth individuals and families
• Proficiency with Salesforce, Microsoft Office suite, and AI tools.

Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. These benefits do not apply to internship roles.

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? We provide support systems and resources that enable each of our associates to focus on what they do best. 2020-2023 Business Insurance Magazine Best Places to Work in Insurance

Magazine's Best Workplaces

2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.