It s time to take a PROACTIVE APPROACH to your CAREER.
Make your next career move now.
It s the truth, many jobs are filled before they are even posted. This is the case of who you know, not what you know. If you choose to partner with us, you re in luck because we know many hiring managers and have inside tracks with potential employers due to our many years of recruiting experience.
Let s get to know each other. Whether you reach out to us directly or you ve been referred to us by one of our satisfied candidates or employer-clients, we take the time to get to know you.
After you send us your resume, we ll ask you to come to our office for a proper meeting. We want to get to know you and understand your personality as well as get an idea of your work habits and preferences. This is a vital part of our interviewing process that helps us connect you with companies that are a good fit and vice versa.
We fill full-time and part-time positions and everything in between.
If working full-time doesn t fit with your schedule, you might be right for a variety of other positions that we help fill.
- Part-time
- Full-time
- Contract
- Permanent
- Contract-to-Permanent
- Consulting
We offer amazing benefits for our contract & temp-to-hire employees.
We recognize the hard work and dedication of temporary employees who are on assignment through Boutique Recruiting. Click here to see what type of benefits you may be eligible for.
- Part-time
- Full-time
- Contract
- Permanent
- Contract-to-Permanent
- Consulting
Client Service Representative
null, null null null
Job Description
A leading financial services firm specializing in comprehensive client portfolio management is seeking a dedicated and experienced Client Service Representative to join their team. This position offers a unique opportunity to support client service functions, including money movement, meeting preparation, and account maintenance. The Client Service Representative will report to the Client Service team and work closely with the Financial Planning and Investment teams. This role is ideal for someone who excels in a fast-paced, client-focused environment and can balance operational support with customer-facing tasks.
Salary Range: $65,000 - $85,000 / year DOE
Client Service Representative Requirements:
- 3+ years of experience in a client service role, with 5+ years being ideal
- Bachelor s degree required
- Series 7, 63/65, or 66 licenses required
- Expert-level communication and interpersonal skills, with an outgoing, energetic personality
- High proficiency in MS Office and CRM systems, with a willingness to learn new technologies
- Extreme passion for client care and service
- Professional, polished demeanor, with a strong commitment to confidentiality and discretion
- Ability to work independently, manage multiple tasks, and be adaptable to changing priorities in a fast-paced environment
- Experience in financial services or wealth management is a plus
Client Service Representative Responsibilities:
- Assist the Client Service, Financial Planning, and Investment teams with ongoing and as-needed tasks
- Support wealth advisors in executing client needs such as money movement, meeting preparation, account maintenance, and client service
- Prepare for and follow up on client meetings, including pulling reports, delivering documents, and sending portfolio updates
- Onboard new clients and assist with related tasks such as sending out requests and preparing necessary documents
- Research investments and assist in executing transactions and financial planning processes
- Provide operational and general support to financial planning, client service, and investment teams
- Maintain client confidentiality and professionalism in all communications and document handling
- Maintain a high level of client care by effectively communicating and meeting client needs over the phone and in-person
Benefits:
- 100% medical insurance coverage
- 15 days PTO, 10 paid holidays
- 401(k) plan
- Yearly performance reviews
- Supportive work environment with strong work-life balance
Apply now!
Share This Job:
Related Jobs:
Login to save this search and get notified of similar positions.
