Client Services Representative

• Assign to a specific territory of advisors as their dedicated client service representative
• Manage client problems from start to finish; analyze client requests, explore possible solutions or coordinates with other departments following-through until resolution while being the single point of contact for the client
• Provide financial representatives with information, updates, and changes to all facets of wealth management related to custodian and Federal regulations and requirements including taxes, technology, workflows
• Counsel their advisors regarding best practices, policies and procedures, as well as providing guidance on how to handle requests or situations encountered
• Train advisors, as needed, on processes and available systems to serve their clients
• Manage daily work across all aspects of servicing advisors and clients including timely call servicing and account management functions
• Meet or exceed all daily and monthly business measurements
• Provide status updates to management as required
• Provide feedback to the team for continued improvements
• Maintain an atmosphere of appreciation of Advisors and Client issues
• Continually maintain an "above and beyond" service aptitude
• Daily promotion of our Service Vision and Principles
• Assist in project work as needed.

Client Service Representative

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