Financial Services Representative

Elevate Reach; Noblesville (IN); Remote; USD 48,000 - 64,000; Full time

Benefits offered by this job

Fully remote position

Training on service standards, systems

Steady weekday schedule

Accommodations for disabilities

Job summary

Elevate Reach is seeking a Financial Services Representative to work remotely with clients of investment and wealth management firms. You will assist with account openings, transfers, and explaining statements, while ensuring privacy and compliance.

The role requires experience in financial services and strong client communication. A quiet home workspace and US work authorization are essential for this fully remote, full-time position.

Qualifications

• Experience in financial services, banking, brokerage operations, or investment client service.
• Clear, patient communication with clients making important decisions.
• Ability to handle confidential financial information with discretion.
• Authorized to work in the United States and work from a home setup.

Responsibilities

• Answer client calls and emails about brokerage, retirement, and investment accounts.
• Guide clients through account openings, beneficiary updates, transfers, and contributions.
• Explain statements and account history in plain language.
• Process service requests accurately and confirm completion.

Skills

Financial services experience

Clear communication with clients

Confidential information handling

US work authorization

Education

Licensing: SIE/Series 6/7/63

Job description

Overview

Elevate Reach is hiring a Financial Services Representative to work directly with the clients of the investment and wealth management firms we support. This is a full-time, fully remote position on our own team. You are the friendly, knowledgeable voice clients reach when they have questions about their accounts.

Investors expect accurate answers and careful follow-through. You help them open and update accounts, move money, understand their statements, and get to the right licensed advisor whenever a question calls for investment advice.

What You'll Do

• Answer client calls and emails about brokerage, retirement, and investment accounts
• Guide clients through account openings, beneficiary updates, transfers, and contributions
• Explain statements, transaction history, and account features in plain language
• Process service requests accurately and confirm each one is complete
• Refer questions about investment choices to licensed financial advisors
• Document every interaction and follow privacy and compliance procedures
• Spot recurring client questions and suggest service improvements

Who Fits

• Experience in financial services, banking, brokerage operations, or investment client service
• SIE, Series 6, 7, or 63 licensing is a plus
• Clear, patient communication with clients who are making important decisions
• Precision with account details, forms, and documentation
• Trustworthy with confidential financial information
• A quiet home workspace with reliable high-speed internet
• Authorization to work in the United States

What's Offered

• A full-time, fully remote position on the Elevate Reach team
• Work with clients of established investment and wealth management firms
• Training on our service standards, systems, and compliance procedures
• A steady weekday schedule

Elevate Reach provides reasonable accommodations for qualified applicants with disabilities throughout the application and interview process. To request one, email [e-mail].