Client Service Representative

Wilde Wealth Management Group; Arizona; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

PTO

Birthday PTO

9 paid holidays

401(k) with match

Tuition reimbursement

Job summary

Wilde Wealth Management Group in Phoenix, AZ, seeks an Experienced Client Service Representative to support advisors and manage client portfolios. You will prepare meeting materials, process transactions, and respond to inquiries, ensuring a high level of client satisfaction.

The role requires strong communication, multitasking, and proficiency in Microsoft Office, with certifications like Series 7/6 and 63/65 preferred.

Qualifications

• Minimum 5 years of advisory or brokerage client service experience.
• Exceptional client service and hospitality skills.
• Ability to multitask and manage a fluctuating workload.
• Excellent verbal and written communication.
• Strong working knowledge of Microsoft Office suite.

Responsibilities

• Support one or more advisors and act as the primary contact for client portfolios.
• Prepare for meetings and manage all resulting action items (trades, transfers, online access, address updates, money movement, referrals).
• Address client inquiries promptly via calls and emails, aiming for same-day responses.
• Maintain files (electronic and physical) and CRM notes.
• Ensure compliance with standard operating procedures and internal controls.
• Assist with office duties (mailings, campaigns, phones, greeting clients, supplies).

Skills

Client service experience

Communication skills

Multitasking

Microsoft Office

Education

Licenses: Series 7/6, Series 63/65

Tools

Redtail CRM

Albridge

Pershing

Job description

Job Description

Job Description

Job description

Job Title: Experienced Client Service Representative

We are currently seeking a highly experienced Client Service Representative (CSR) to join our team. With a minimum of 5 years' experience in client service, the ideal candidate will be instrumental in maintaining client satisfaction, enhancing advisor productivity, and fostering the continued growth of our firm. As we continually expand our client base and welcome new advisors annually, the CSR will play a crucial role in ensuring seamless client experiences.

In this position, the CSR will be responsible for supporting one or more advisors and acting as the dedicated point of contact for their respective client portfolios. This entails extensive preparation for meetings each week, as well as managing all ensuing action items such as trades, transfers, online access troubleshooting, address updates, money movement, and referrals to in-house business partners.

Furthermore, the CSR will be adept at promptly addressing client inquiries via calls and emails, ensuring that all communications are responded to on the same day they are received. With a focus on delivering exceptional service, the CSR will uphold our commitment to client satisfaction and uphold our reputation as a trusted financial partner.

This position would be full-time, in one of our Phoenix Valley locations.

Duties include, but not limited to:

• Perform all cashiering and customer service functions for a range of 300-600 dedicated client households
• Prepare and process account service paperwork and applications
• Run reports and prepare documents necessary for quarterly client portfolio reviews
• Maintain files, both electronic and physical
• Take detailed notes in CRM (Redtail) on all processes and client interactions
• Follow all standard operating procedures to ensure steps of service are being met, as well as maintaining compliance standards
• Work behind the scenes with our in-house partners to alleviate the demands on our mutual clients; pull account statements, tax documents, ownership/beneficiary change paperwork, etc.
• Assist with other office functions such as mailings, call campaigns, answering phones, greeting clients, filing, maintaining break areas, ordering supplies, and all other duties as assigned

Please do not apply for this position unless you have:

• Minimum 5 years of experience in an advisory or brokerage firm
• Exceptional client service and hospitality skills
• Ability to multitask and skillfully manage a fluctuating workload
• Excellent verbal and written communication
• Strong working knowledge of Microsoft Office suite

Candidate with the following preferred:

• Series 7 or 6, Series 63 or 65
• Redtail CRM, Albridge and/or Pershing experience
• Notary
• Working knowledge of insurance, annuities, TPMM, PCRAs, QRPs, pensions
• Working knowledge of the custodian Pershing, LLC

Compensation and Benefits:

• Full-time, salaried position; salary depends on experience and licensing
• Base salary plus monthly achievement-based bonuses
• PTO, plus an additional paid day off for your birthday. (Additional PTO awarded through tenure.)
• 9 paid holidays per year
• Summer Hours in June & July
• 401(k) with 4% match after 1-year of service
• Monthly awards of cash & prizes for selfless Team Players
• Annual $2k tuition reimbursement available after 6 months of service

About Wilde Wealth Management Group:
Wilde Wealth Management Group is an award-winning independent advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house Independent Investment Advisors, Certified Financial Planners(TM), Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes as among “The Most Dependable Wealth Managers in the Southwest” and has been named to Barron’s “List of Top 1,000 Advisors” annually for a decade. Currently, Wilde Wealth Management Group has more than $3.4 Billion in assets under management and 7 offices across Arizona located in Scottsdale, Glendale, Sun City, Chandler, Payson, Sedona, and Tucson.