Client Services Representative

📋 Description

• Provide exceptional customer service through email and phone communication
• Help clients use our product better through online tools and resources
• Work with operations teams to resolve client issues
• Be the voice of the customer by noting action items to improve the experience
• Assess client information and approve fund transfers
• Assist clients in understanding asset allocation and investment risk profiles

🎯 Requirements

• Bachelor’s degree; 1+ years in retail banking, wealth management, asset management, or fintech
• Client-facing experience preferred
• Strong communication; explain concepts to clients and team members
• Ability to partner with multiple stakeholders, including senior executives
• Independent and quick to learn new concepts
• Passion for delighting clients

🎁 Benefits

• Medical, vision, dental; 401K; generous time off
• Parental leave; wellness reimbursements; professional development
• Employee investing discount; equity and discretionary bonus