Job Description : Client Services Representative On-Site
Overview :
Join a rewarding and dynamic profession in the Financial Services and Wealth Management industry as a Client Services Representative.
You will play a key role in supporting the Lead Financial Planner by preparing presentations and materials for business development meetings.
This role involves attending meetings, taking responsibility for follow-up tasks, and managing communication with clients and partners.
The position is based on-site in Coconut Grove, Miami.
Salary :
$50,000 to $65,000, based on experience and relevant licenses.
Key Responsibilities :
- Assist the Lead Financial Planner by creating and organizing presentations and materials for business development meetings.
- Attend business development meetings with the Lead Financial Planner and follow through on post-meeting action items.
- Handle a significant amount of phone communication, following up with clients, vendors, and other stakeholders.
- Provide excellent customer service by interacting professionally and effectively with co-workers, clients, and management.
- Engage with high-net-worth individuals, including wealthy clients and celebrities, with confidence and professionalism.
- Maintain organized and detailed records for clients and internal use.
- Assist in administrative tasks and ensure smooth operations within the financial planning team.
Education Requirements :
- High School Diploma or GED required.
- Proficient PC skills (or Mac), including Microsoft Word, Excel, and Outlook.
- Familiarity with Microsoft Excel and Access is highly preferred.
Preferred Skills :
- Enjoyment in making phone calls to clients, vendors, and management.
- Strong analytical skills and attention to detail.
- Highly organized and capable of multitasking.
- Excellent oral and written communication skills.
- Ability to work well under pressure and stay composed when speaking with wealthy individuals or celebrities.
- Comfortable working in a fast-paced environment that requires follow-up and attention to details.
Bonus Skills (Preferred but not required) :
Knowledge of investments, insurance, trusts, banking products, and financial planning is a plus.
Location :
On-site position in Coconut Grove, Miami.
If you are detail-oriented, highly organized, and enjoy interacting with clients in a professional financial services setting, this role offers an exciting opportunity to grow in the wealth management field.
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