Financial Client Services Representative

Green Key Resources
Bala-Cynwyd, PA, United States
Full-time
  • Client Requests Management : Handle requests related to beneficiary changes, payment frequency adjustments, policy updates, and loans.
  • CRM Updates : Accurately update and maintain client information in our CRM system.
  • Illustrations & Reviews : Run In Force Illustrations and manage the annual review database. Schedule and provide basic preparation for review meetings.
  • Compliance : Oversee the CRIA review process to ensure compliance with regulatory requirements.
  • Client Relations : Maintain and nurture client relationships by processing withdrawals, distributions, and contributions to and from any investment account.
  • Investment Account Management : Process tuition payments from 529 accounts, update or add ongoing distributions or contributions, calculate and assist with RMDs (Required Minimum Distributions), and help clients with re-linking or logging into their access portals.
  • Tracking & Recognition : Track CD due dates, client birthdays, and significant life events for recognition and relationship building.
  • 30+ days ago
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