Client Services Representative

This is a fully remote position, open to applicants in California.

📋 Description

• Deliver outstanding customer service via email and phone interactions.

• Assist clients in maximizing their use of the product through online resources and tools.

• Collaborate with operations teams to address and resolve client issues.

• Identify and emphasize action items necessary for enhancing the customer experience.

• Evaluate client information and authorize fund transfers.

• Aid clients in comprehending asset allocation and elucidate investment risk profiles.

• Support clients in understanding and analyzing investment performance, as well as the potential impacts of their risk-related decisions.

• Communicate transparently and honestly regarding financial products and services.

⛳️ Requirements

• Bachelor’s degree.

• Over 1 year of experience in retail banking, wealth management, asset management, and/or fintech.

• Experience in a client-facing role is preferred.

• Excellent communication skills; capable of explaining complex concepts to both clients and team members.

• Ability to collaborate with various stakeholders, including other teams and senior executives.

• Comfortable with independence and quick learning of new concepts.

• Enthusiastic about our mission statement.

• Passionate about providing exceptional client service.

• Series 7 and 66 licenses preferred (or must be obtained within three months of joining).

🏝️ Benefits

• Equal opportunity employer that values diversity.

• No specific benefits or additional compensation details provided.