Client Service Representative

Responsibilities

• Manage existing client relationships by processing requests, resolving inquiries, and maintaining accurate client information
• Onboard new clients by collecting financial data and providing training on digital tools
• Drive client retention through proactive outreach and diligent documentation
• Collaborate with investment teams, compliance, and Private Wealth advisors to ensure a consistent service experience
• Perform administrative support for Private Wealth advisors, including scheduling and travel coordination
• Demonstrate a proactive, solutions-based approach to enhancing client relations

Requirements

• Must currently hold, or obtain within 120 days of employment, a FINRA Series 65 license
• Experience working with high-net-worth individuals and families
• Proficiency with Salesforce, Microsoft Office suite, and AI tools
• Bachelor's Degree preferred
• 2 to 3 years of related experience preferred

Benefits

• Annual Performance Bonus and Stock Purchase options
• Comprehensive medical, dental, and vision plans
• 401(k) and various insurance coverages (Life, Disability, Accident, etc.)
• Paid Time Off, Paid Holidays, and Sabbatical opportunities
• Well-Being Stipend and Personal/Professional Development support

About the Company

IMA Financial Group is an entrepreneurial, expanding company that operates under a unique ownership business model. We are recognized nationally as a leader in our industry, focusing on providing innovative insurance and wealth management solutions while prioritizing employee development and collaboration.