Client Services Representative

Savaglia Financial Advisors; Oak Creek (WI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive base salary with bonus

401(k) with company match

Generous paid time off and holidays

Dental and vision insurance

Professional development and-certif 

Job summary

Savaglia Financial Advisors in Oak Creek, WI seeks a Client Service Representative to be a primary contact for service needs and to support financial advisors. You will onboard clients, schedule appointments, and process paperwork.

The ideal candidate is highly organized, detail-oriented, with at least two years in financial services, proficient with MS Office, and able to maintain confidentiality while delivering exceptional client service.

Qualifications

• Proficiency in Microsoft Office (Outlook, Word, Excel).
• Detail-oriented with strong organizational abilities.
• Ability to prioritize and manage multiple tasks independently and in teams.
• Commitment to maintaining client confidentiality at all times.
• Professional demeanor with a focus on exceptional client service and relationship-building.
• Minimum of two years of experience in the financial services industry.

Responsibilities

• Collaborate with advisors for proper client onboarding and account setup.
• Interact with clients in person and by phone to handle basic inquiries and perform administrative duties such as scheduling appointments.
• Prepare and process paperwork for client transactions, open and monitor accounts, and coordinate rollovers.
• Perform operational functions for client requests including check requests, wiring funds, and changes to account details.
• Maintain and update client CRM and online databases.
• Assist with special projects as needed.

Skills

Microsoft Office

Detail-oriented

Organizational skills

Confidentiality

Professional demeanor

Client service

Job description

At Savaglia Financial Advisors, we strive to provide an outstanding client experience. The Client Service Representative role is a crucial part of our team and serves as one of the primary points of contact for all service-related needs. This ideal candidate is a highly organized, efficient person who can operate in a fast-paced environment. The Client Service Representative delivers a wide range of support to our clients and financial advisors.

Essential Duties and Responsibilities

• Collaborate with advisors for proper client onboarding and account setup
• Daily interaction with prospective and existing clients, in person and by phone, to handle basic client inquiries and perform administrative duties such as scheduling appointments
• Prepare and process paperwork for client transactions, open and monitor accounts, facilitate transfer of assets, track new applications and coordinate rollovers
• Perform operational functions for client related requests including check requests and wiring funds, and assist with ongoing maintenance of accounts such as account title changes, beneficiary changes and address changes
• Online database management and maintenance of client relationship management (CRM)
• Assist with special projects as needed

Required Skills and Experience

• Strong computer skills with proficiency in Microsoft Office applications including Outlook, Word and Excel
• Detail-oriented, resourceful, and able to multi-task effectively while remaining extremely organized
• Excellent organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, both independently and collaboratively with a team
• Ability to maintain the highest level of confidentiality
• Professional demeanor with passion for providing exceptional client service and building client relationships
• Minimum of two years of experience in the financial services industry, preferably with an investment management or advisory firm

Benefits and Perks

• Competitive base salary with performance-based bonus opportunities
• 401(k) with company match
• Generous paid time off and paid holidays
• Dental and vision insurance
• Professional development and certification opportunites

At Savaglia Financial Advisors, we are looking for a career-oriented person who is passionate about providing outstanding service to our clients and wants to make a difference on our team. Employees will develop professionally and contribute meaningfully to a work environment that is friendly, supportive, and committed to success through excellence and growth. We encourage all interested individuals to apply regardless of prior work experience.