Client Service Representative Wichita

IMA Financial Group; Wichita (KS); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Annual Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Paid Holidays

Gift Matching

Job summary

IMA Financial Group in Wichita, KS seeks a Client Service Representative to be the primary service interface for clients, supporting Private Wealth advisors and delivering a consistently excellent client experience.

You will onboard new clients, process requests, and collaborate with an investment team to resolve inquiries while upholding IMA’s values and commitment to diversity and inclusion.

Qualifications

• Bachelor’s degree preferred.
• 2–3 years of similar or related experience preferred.
• Must currently hold, or obtain within 120 days of employment, a FINRA Series 65 license.
• Continued employment is contingent upon obtaining the license within this timeframe.
• Experience working with high-net-worth individuals and families.
• Proficiency with Salesforce, Microsoft Office suite, and AI tools.

Responsibilities

• Manage existing client relationships with moderate guidance by processing client requests and inquiries.
• Onboard new clients by collecting client data and training on digital tools.
• Drive client retention by proactively reaching out to clients and documenting follow up.
• Collaborate with investment team, compliance, financial planning and advisors for a consistent client experience.
• Perform administrative duties to support Private Wealth advisors (phones, scheduling, travel).
• Engage in training to stay current on policies and procedures.

Skills

FINRA Series 65 license

High-net-worth experience

Salesforce

Microsoft Office

AI tools

Education

Bachelor’s degree

Job description

The Client Service Representative serves as the primary operational and service interface for clients focused on delivering responsive support, supporting Private Wealth advisors, and ensuring a consistent client experience. We provide service to our clients with passion and integrity. At IMA, we have a strong focus on employee development and collaboration. Through comprehensive training, mentorship, and client-centric innovation, our service professionals are empowered to transform clients’ lives while growing in their own careers.

Key Responsibilities

• Manage existing client relationships with moderate guidance by processing client requests, resolving client inquiries, and making sure key client information is up to date.
• Demonstrate Proactive solutions-based approach to enhancing client relations
• Onboard new clients by collecting client data, financial statements, and training on digital tools
• Drive client retention by proactively reaching out to clients and documenting follow up
• Work collaboratively with an investment team, compliance, financial planning and Private Wealth advisors to provide a consistent client experience
• Collaborate with partners to ensure consistent client service quality.
• Perform administrative duties that support the Private Wealth advisor including but not limited to answering phones, scheduling appointments, and business travel.
• Engage in available training and educational opportunities to stay current on policies and procedures
• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Perform other work-related duties as assigned.

Required Experience and Skills

• Bachelor’s Degree preferred
• 2 to 3 years of similar or related experience preferred
• Must currently hold, or obtain within 120 days of employment, a FINRA Series 65 license
• Continued employment is contingent upon obtaining the license within this timeframe.
• Experience working with high-net-worth individuals and families
• Proficiency with Salesforce, Microsoft Office suite, and AI tools.

#LI-TC1

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• FSA
• HSA
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D
• Accident
• Critical Illness
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Business Travel Accident
• Identity Theft
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development

In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Workplaces

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Company Culture

Change makers. Employee owners.

We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.

See what it feels like to be supported by IMA on your career journey.